Contacts+ Integration with Revamp CRM
With Contacts+’s Revamp CRM integration, you can automatically create and/or update Revamp CRM records as meetings are scheduled through Contacts+ . Keep your team informed, collaborate better and run workflows
Contacts+ Integration Details
We’ve all been there, we receive someone’s business card then have to manually enter the information into our CRM. Now, with the help of Zapier, you can automate this process and never have to worry about it again. You build the relationships, let Zapier handle the rest.
How Contacts+ Integration works, when a new customer is created
- Create a Contact in Revamp CRM with a tag ‘Contacts+’
- You can optionally create a dynamic segment for all contacts with ‘Contacts+’ tag
- Furthermore, automation can run on this segment to create a follow-up task.
- Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
- Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.
What You Need
- Contact+ account
- Revamp CRM account
- Contacts+ is a contact management software designed for individuals and teams. It has the capability to collect contact data and information of companies, enterprises, and professionals; and organizes them into a centralized location.
About Revamp CRM
- Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.