Create new Keller Williams Command contacts or leads from new Stan customers
Stay connected with your clients with this seamless workflow. When a new client is added on the Stan app, their information is swiftly transferred to Keller Williams Command as a contact or lead. This automatic process simplifies your data management, removing manual entry and ensuring your contact lists are always up to date. Save time and focus more on building your client relationships.
Stay connected with your clients with this seamless workflow. When a new client is added on the Stan app, their information is swiftly transferred to Keller Williams Command as a contact or lead. This automatic process simplifies your data management, removing manual entry and ensuring your contact lists are always up to date. Save time and focus more on building your client relationships.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Create Contact or Lead
Creates a new contact.
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