Contacts+ + Crelate
Create new Contacts+ contacts from updated Crelate contacts seamlessly
Every time you update a contact in Crelate, this workflow instantly mirrors those changes in Contacts+. This seamless process ensures uniformity in your data across both platforms, so you're always working with the most accurate and latest information about your contacts. It's a simple and efficient way to manage your contact details without the need for repetitive manual entry.
Every time you update a contact in Crelate, this workflow instantly mirrors those changes in Contacts+. This seamless process ensures uniformity in your data across both platforms, so you're always working with the most accurate and latest information about your contacts. It's a simple and efficient way to manage your contact details without the need for repetitive manual entry.
- When this happens...Updated Contact
Triggers when a contact's details are updated. Does not trigger on new activities.
- automatically do this!Create Contact
Creates a contact.
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New Company
Triggers when a company is created.
Try ItNew Contact
Triggers when a contact is created.
Try ItNew Job
Triggers when a job is created.
Try ItNameRequired
External ID
Description
Company Type
Parent Company
Billing Contact
Street Address
City
State
Zip Code
Main Phone
Fax
Sales Email
Sales Phone
Support Email
Support Phone
Other Email
Skype Phone
Website
Blog
LinkedIn
Facebook
Updated Company
Triggers when a company's details are updated. Does not trigger on new activities.
Try ItUpdated Contact
Triggers when a contact's details are updated. Does not trigger on new activities.
Try ItUpdated Job
Triggers when a job's details are updated. Does not trigger on new activities.
Try ItFirst NameRequired
Middle Name
Last Name
Salutation
External Id
Current Position Title
Current Company
Street Address
City
State
Zip Code
Mobile Phone
Work Phone
Personal Email Address
Work Email Address
Other Email Address
Personal Website Url
Business Url
Blog Url
Facebook Url
LinkedIn Url
Birthday
Anniversary Date
Salary
