Create new Constant Contact contacts for new InsuranceXDate company flags
Easily manage your business relationships by transforming new company flags in the InsuranceXDate app into new contacts in your Constant Contact database. This workflow takes any new flags from InsuranceXDate and creates a contact in Constant Contact, ensuring you're always up-to-date with your clients and potential leads. Organize and simplify your contact management process with this seamless automation.
Easily manage your business relationships by transforming new company flags in the InsuranceXDate app into new contacts in your Constant Contact database. This workflow takes any new flags from InsuranceXDate and creates a contact in Constant Contact, ensuring you're always up-to-date with your clients and potential leads. Organize and simplify your contact management process with this seamless automation.
- When this happens...New Company Flags
Triggers when a new company flag is created.
- automatically do this!Create Contact
Triggers when a new contact is added to your account.
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