Update Levitate contacts when individuals are updated in AgencyBloc
Keep your contacts in sync across AgencyBloc and Levitate with this convenient workflow. When an individual's details are adjusted in AgencyBloc, the relevant contact is immediately updated or created in Levitate. This streamlines your process, ensuring accurate and up-to-date information across both platforms.
Keep your contacts in sync across AgencyBloc and Levitate with this convenient workflow. When an individual's details are adjusted in AgencyBloc, the relevant contact is immediately updated or created in Levitate. This streamlines your process, ensuring accurate and up-to-date information across both platforms.
- When this happens...Individual Updated
Triggers when an Individual is updated in AgencyBloc.
- automatically do this!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
- Free forever for core features
- 14 day trial for premium features & apps