deal.ai + Privyr
Create new Privyr clients from new contacts in deal.ai
This workflow offers a streamlined solution to managing your contacts. When a new contact comes into your deal.ai app, it will instantly create a client in your Privyr app. This ensures none of your contacts fall through the cracks, making your client management more organized and efficient. Enhance your productivity by eradicating the need for manual data entry and maintaining an up-to-date client database in Privyr with this automation.
This workflow offers a streamlined solution to managing your contacts. When a new contact comes into your deal.ai app, it will instantly create a client in your Privyr app. This ensures none of your contacts fall through the cracks, making your client management more organized and efficient. Enhance your productivity by eradicating the need for manual data entry and maintaining an up-to-date client database in Privyr with this automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Create a new client in your Privyr account
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Funnel
Try ItClient NameRequired
Phone Number
Email Address
Additional Client Details
Lead SourceRequired
Funnel
Email
Full Name
First Name
Last Name
Phone Number