CentralStationCRM + Skod
Create CentralStationCRM people for new Skod.fr consultations
Streamline your customer relationship management efforts with this automation. When a new consultation takes place in Skod, the workflow will create a person in CentralStationCRM in real time. This helps to efficiently add new customer details into your CRM system without manual input, saving you valuable time and reducing data entry errors.
Streamline your customer relationship management efforts with this automation. When a new consultation takes place in Skod, the workflow will create a person in CentralStationCRM in real time. This helps to efficiently add new customer details into your CRM system without manual input, saving you valuable time and reducing data entry errors.
- When this happens...Consultation Update
Triggers when a consultation is updated
- automatically do this!Create Person
Creates a Person at CentralStationCRM.
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Status
Try ItNew Person
Triggers when a new Person is created.
Try ItLast nameRequired
First name
Title
Gender
Background
Responsible user (ID)
E-mail address (office)
Phone number (office)
List of tags
Find Record by EmailRequired
Last nameRequired
First name
Title
Gender
Background
Responsible user (ID)
E-mail address (office)
Phone number (office)
List of tags
New Deal
Triggers when a new deal is created.
Try ItNameRequired
ValueRequired
Value TypeRequired
Value CountRequired
Target DateRequired
Current StateRequired
Responsible user (ID)
List of tags
Find Record by EmailRequired