Manage new Seamless AI contacts by adding/updating them in VanillaSoft
When a new contact appears in Seamless AI, use this workflow to add or update this contact information in VanillaSoft promptly. It's an excellent tool to ensure your contact information is consistent across platforms, saving you valuable time and eliminating the risk of errors. This streamlines your data management, allowing you to focus more on building relationships and less on manual data entry.
When a new contact appears in Seamless AI, use this workflow to add or update this contact information in VanillaSoft promptly. It's an excellent tool to ensure your contact information is consistent across platforms, saving you valuable time and eliminating the risk of errors. This streamlines your data management, allowing you to focus more on building relationships and less on manual data entry.
- When this happens...New Contact
Triggers when a new "My Contact" is researched in Seamless.AI.
- automatically do this!Add/Update Contact
Add or Update a Contact.
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Lists
Company Industry
Company Size
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
Lists
Email
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