Create Quotient contacts from new individual customers in Simpro
Effortlessly manage your business relationships using Simpro and Quotient. When you add a new individual customer in Simpro, this integration streamlines the process by immediately creating a contact in Quotient. Benefit from a seamless interplay between these platforms, eliminating manual data entry and optimizing your client management process.
Effortlessly manage your business relationships using Simpro and Quotient. When you add a new individual customer in Simpro, this integration streamlines the process by immediately creating a contact in Quotient. Benefit from a seamless interplay between these platforms, eliminating manual data entry and optimizing your client management process.
- When this happens...New Individual Customer
Triggers when an individual customer is created.
- automatically do this!Create Contact
Creates a new Contact.
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