CustomerBase + Zapier Tables
Create records in Zapier Tables for new customers in CustomerBase
Streamline your client management process with this workflow. When you add a new customer in CustomerBase, it instantly creates a corresponding record in Zapier Tables. This ensures you have an organized, up-to-date database. It not only saves time but also enhances productivity by reducing manual data entry work.
Streamline your client management process with this workflow. When you add a new customer in CustomerBase, it instantly creates a corresponding record in Zapier Tables. This ensures you have an organized, up-to-date database. It not only saves time but also enhances productivity by reducing manual data entry work.
- When this happens...Customer Created
Triggers when a new customer is created.
- automatically do this!Create Record
Creates a new record on a table.
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About CustomerBase
CustomerBase is a tool for managing customer appointments and jobs, tracking interactions, and organizing information to streamline engagement and service.
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About Zapier Tables
Zapier Tables is a no-code database built for automation.