Crelate + Wiza
Sync new Wiza contacts and create corresponding contacts in Crelate
Keep your contacts organized effortlessly. When a new contact is added in the Wiza app, this automation will take over and create a new contact for you in the Crelate app. Save valuable time, reduce the risk of errors in data entry and ensure your contact information is always up to date. Turn this workflow on and let it manage all the tedious work of managing contacts for you.
Keep your contacts organized effortlessly. When a new contact is added in the Wiza app, this automation will take over and create a new contact for you in the Crelate app. Save valuable time, reduce the risk of errors in data entry and ensure your contact information is always up to date. Turn this workflow on and let it manage all the tedious work of managing contacts for you.
- When this happens...Contact Synced
Triggers when you sync a contact from Wiza (individually or part of a list).
- automatically do this!Create Contact
Creates a new contact.
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Contact Synced
Triggers when you sync a contact from Wiza (individually or part of a list).
Try ItUpdated 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 It
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