kvCORE + Wix
Create new kvCORE contacts from updated Wix proposals
When a new proposal emerges in your Wix app, it's essential to keep track of it and act fast. This workflow makes it simple by instantly creating a contact in your kvCORE app whenever there's a new proposal on Wix. It's an efficient way to consolidate your leads, eliminating the hassle of data entry and ensuring no opportunity slips through the cracks.
When a new proposal emerges in your Wix app, it's essential to keep track of it and act fast. This workflow makes it simple by instantly creating a contact in your kvCORE app whenever there's a new proposal on Wix. It's an efficient way to consolidate your leads, eliminating the hassle of data entry and ensuring no opportunity slips through the cracks.
- When this happens...Wix Proposals
Triggers include: Proposal template created, updated, deleted; proposal status changed.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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