IndustrySelect + VanillaSoft
Send new company profiles from IndustrySelect and add or update contacts in VanillaSoft
Streamline your business process by integrating IndustrySelect and VanillaSoft with this efficient workflow. Whenever you send a company profile in IndustrySelect, it will promptly add or update a contact in the VanillaSoft system. This automation not only saves time but also ensures that your VanillaSoft database remains up-to-date with the latest interactions conducted in IndustrySelect.
Streamline your business process by integrating IndustrySelect and VanillaSoft with this efficient workflow. Whenever you send a company profile in IndustrySelect, it will promptly add or update a contact in the VanillaSoft system. This automation not only saves time but also ensures that your VanillaSoft database remains up-to-date with the latest interactions conducted in IndustrySelect.
- When this happens...Send Company Profile
Triggers when a user clicks the "Send Company Profile" button when viewing a company's profile within IndustrySelect.
- automatically do this!Add/Update Contact
Add or Update a Contact.
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Send Company Profile
Triggers when a user clicks the "Send Company Profile" button when viewing a company's profile within IndustrySelect.
Try ItVanillaSoft Zap NameRequired
Description
VanillaSoft Project NameRequired
Select VanillaSoft Result Codes to associate with this Trigger
Email on ErrorRequired
Send Data Email on Last Error
Email last error data to
Try It
Send Contact Profile
Triggers when a user clicks the "Send Contact Profile" button when viewing a company's profile within IndustrySelect.
Try ItVanillaSoft Zap NameRequired
DescriptionRequired
VanillaSoft Project NameRequired
Email on Success
Email on ErrorRequired
Create New ContactsRequired
Flag New ContactsRequired
Route New Contacts as a First PriorityRequired
Delay Routing of New Contacts
Create Duplicates For Contacts That Share The Same Phone NumberRequired
Flag DuplicatesRequired
Error response for duplicate contact
Update existing contactsRequired
Update Key FieldRequired
Route Updated as a First PriorityRequired
Reopen and flag updated contacts (Recommended)Required
