Create or update Keap contacts from new estimates in Field Service Management | Powered by GPS Insight
Stay on top of your business operations with this efficient workflow. When a new estimate comes in through Field Service Management | Powered by GPS Insight, this automation promptly updates or creates a new contact in your Keap account. This saves you time, ensuring your contact list is always up to date and helping you manage client data seamlessly.
Stay on top of your business operations with this efficient workflow. When a new estimate comes in through Field Service Management | Powered by GPS Insight, this automation promptly updates or creates a new contact in your Keap account. This saves you time, ensuring your contact list is always up to date and helping you manage client data seamlessly.
- When this happens...New Estimate
Triggers when a new estimate is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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