Create new SendJim contacts from newly created clients in Time To Pet
Streamline your client management process with this beneficial tool. When you add a new client in Time To Pet, their details are directly sent to create a new contact in SendJim. This smooth transition eliminates the hassle of manual data entry, allowing you to focus more on offering optimal service to your clients.
Streamline your client management process with this beneficial tool. When you add a new client in Time To Pet, their details are directly sent to create a new contact in SendJim. This smooth transition eliminates the hassle of manual data entry, allowing you to focus more on offering optimal service to your clients.
- When this happens...New Client Created
Triggers when a new client is created in Time To Pet.
- automatically do this!Create Contact
Create a contact in SendJim
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New Client Created
Triggers when a new client is created in Time To Pet.
Try ItNew Staff Created
Triggers when a new Staff is added in your account.
Try ItStaff Created or Updated
Triggers when a staff is created or updated.
Try ItFirst Name
Last Name
Address Line 1Required
Address Line 2
CityRequired
StateRequired
Postal CodeRequired
Phone Number
Email
Tags
New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
Try ItClient Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
Try ItTimingRequired
Templates
Try ItFirst Name
Last Name
Address Line 1Required
Address Line 2
CityRequired
StateRequired
Postal CodeRequired
Phone Number
Email
Number of neighbors to mailRequired
Same street onlyRequired
QuickSendRequired
Tags