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Create Loops contact for new MaintainX work order
There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Loops contact and start sending them targeted communications.
In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Loops contact for every MaintainX work order, you can maximize your chances of success with each customer.