Update LeadConnector contacts when new documents are viewed in GetAccept
Stay up-to-date and efficient with this workflow. As soon as a document is viewed in GetAccept, it prompt an update or addition of a contact in LeadConnector. This smooth chain reaction ensures you're always one step ahead in your lead management, and no crucial contact detail slips through the cracks.
Stay up-to-date and efficient with this workflow. As soon as a document is viewed in GetAccept, it prompt an update or addition of a contact in LeadConnector. This smooth chain reaction ensures you're always one step ahead in your lead management, and no crucial contact detail slips through the cracks.
- When this happens...Document Viewed
Triggers when a document is viewed/opened for the first time by a recipient.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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