Add or update LeadConnector contacts when new or updated persons appear in MyCase
Maintain a streamlined contact database in LeadConnector with this workflow. Whenever there's an addition or modification of a person in MyCase, it immediately reflects on LeadConnector, ensuring your data stays current and accurate. This process eliminates the need for repetitive manual data entry, paving the way for enhanced business efficiency and productivity.
Maintain a streamlined contact database in LeadConnector with this workflow. Whenever there's an addition or modification of a person in MyCase, it immediately reflects on LeadConnector, ensuring your data stays current and accurate. This process eliminates the need for repetitive manual data entry, paving the way for enhanced business efficiency and productivity.
- When this happens...Person Added or Updated
Triggers when a person has been added/updated.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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