Manage new, updated, or deleted clients in SmartMatchApp by creating contacts in Contacts+
Easily manage your contacts with this efficient workflow. When a client is added, updated or removed in SmartMatchApp, this automation creates a corresponding contact in the Contacts+ app. This streamlines your contact management process and ensures your contact list is always up-to-date.
Easily manage your contacts with this efficient workflow. When a client is added, updated or removed in SmartMatchApp, this automation creates a corresponding contact in the Contacts+ app. This streamlines your contact management process and ensures your contact list is always up-to-date.
- When this happens...New, Updated or Deleted Client
Triggers when a client changed.
- automatically do this!Create Contact
Creates a contact.
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Create Client (Deprecated)
Creates a new client. Please use "Create or Update Client" instead.
Client IDRequired
Fullname
Search by primary phone
Search by primary email
Is Submitted
Is Archived
Team
Tags
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