Create new client and contact in Keeper from Ignition proposal acceptance

Create new clients and their contact information in Keeper when a proposal is accepted in Ignition. This accelerates your onboarding process, ensuring you capture essential details quickly and efficiently.

Create new client and contact in Keeper from Ignition proposal acceptance

Workflow preview:

Zap details:

Overview

Create new clients and their contact information in Keeper when a proposal is accepted in Ignition. This accelerates your onboarding process, ensuring you capture essential details quickly and efficiently.

Create new client and contact in Keeper from Ignition proposal acceptance