Create tasks in Bonjoro when new customer segments are entered in Vitally
From Vitally to Bonjoro, with this workflow you can directly create tasks in Bonjoro as soon as customers enter a specific segment in Vitally. This process makes it easier to manage and engage with your customers, providing a smoother pathway for customer communication, and enhancing overall user satisfaction. Say goodbye to manually transferring data and hello to seamless, efficient customer management.
From Vitally to Bonjoro, with this workflow you can directly create tasks in Bonjoro as soon as customers enter a specific segment in Vitally. This process makes it easier to manage and engage with your customers, providing a smoother pathway for customer communication, and enhancing overall user satisfaction. Say goodbye to manually transferring data and hello to seamless, efficient customer management.
- When this happens...Customer Entered Segment
Triggers when a Customer first enters a Segment
- automatically do this!Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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