Clientify + Upscale
Create new Clientify contacts from newly created Upscale prospects
Organize and manage your leads effectively with this workflow. When a new prospect is added in Upscale, it creates a corresponding contact in the Clientify app. It saves you from manual data entry and keeps your contact list consistent and up-to-date across both platforms, providing a streamlined solution for managing customer relationships.
Organize and manage your leads effectively with this workflow. When a new prospect is added in Upscale, it creates a corresponding contact in the Clientify app. It saves you from manual data entry and keeps your contact list consistent and up-to-date across both platforms, providing a streamlined solution for managing customer relationships.
- When this happens...Prospect Created
Triggers when a new prospect is created in Upscale.
- automatically do this!Create Contact
Creates a Contact in Clientify
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