17hats + Upscale
Create new Upscale prospects from 17hats contacts
Effortlessly manage your new contacts from 17hats by saving them as prospects in Upscale with this convenient workflow. When a new contact is added in 17hats, this automation instantly saves their information as a prospect in Upscale. Stay organized and keep your sales process seamless with this efficient, time-saving solution.
Effortlessly manage your new contacts from 17hats by saving them as prospects in Upscale with this convenient workflow. When a new contact is added in 17hats, this automation instantly saves their information as a prospect in Upscale. Stay organized and keep your sales process seamless with this efficient, time-saving solution.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Save Prospect
Create or Update a Prospect in Upscale
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Account Created
Triggers when a new Account is created.
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
Account Updated
Triggers when an Account is updated.
Try It
