Convert Box + SmartSuite Integration

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Convert Box + SmartSuite Integration

Create SmartSuite row for new Convert Box visitor

When a new visitor is created in your Convert Box software, automatically create a row for them in your SmartSuite. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Convert Box + SmartSuite Integration
1.
  • Convert Box
    Visitor is added in Convert Box Instant
  • SmartSuite
    Record is created in SmartSuite
  • SmartSuite
    Record is updated in SmartSuite
2.
  • SmartSuite
    Search record in SmartSuite
  • SmartSuite
    Create record in SmartSuite
  • SmartSuite
    Update record in SmartSuite
  • SmartSuite
    Find Multiple Records (As Line Items) in SmartSuite
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