Fluent CRM + Checkvist Integration

Connect Fluent CRM to Checkvist in 1 click

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Fluent CRM + Checkvist Integration

Create Checkvist list for new Fluent CRM contact

When you create a new contact in Fluent CRM, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Fluent CRM and Checkvist!
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Fluent CRM + Checkvist Integration
1.
  • Fluent CRM
    Contact is created in Fluent CRM
  • Fluent CRM
    Contact is updated in Fluent CRM
  • Checkvist
    List item is created in Checkvist
  • Checkvist
    List is created in Checkvist
2.
  • Fluent CRM
    Create contact in Fluent CRM
  • Fluent CRM
    Search contact in Fluent CRM
  • Fluent CRM
    Update contact in Fluent CRM
  • Fluent CRM
    Add note to contact in Fluent CRM
  • Checkvist
    Create list in Checkvist
  • Checkvist
    Create list item in Checkvist
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