DASH Technology + iFactFind
Create new DASH Technology contacts from new iFactFind clients
Enhance your client management process and save time by automating your workflow with this iFactFind to DASH Technology integration. With this setup, every time a new client is added in iFactFind, a contact is simultaneously created in DASH Technology, ensuring you have a unified and up-to-date client database. This seamless transfer of information not only eliminates manual data entry but also boosts your productivity and improves client service.
Enhance your client management process and save time by automating your workflow with this iFactFind to DASH Technology integration. With this setup, every time a new client is added in iFactFind, a contact is simultaneously created in DASH Technology, ensuring you have a unified and up-to-date client database. This seamless transfer of information not only eliminates manual data entry but also boosts your productivity and improves client service.
- When this happens...New Client
Triggers when a new client is added or an existing client is updated in iFactFind.
- automatically do this!Create Contact
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New Client
Triggers when a new client is added or an existing client is updated in iFactFind.
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Title
First NameRequired
Last NameRequired
Date of Birth
Email
Phone
Street
Suburb
State
Postcode
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