Follow these steps to automate the process of syncing contacts from a third-party system into Dubb. This ensures your contacts are up-to-date across platforms, allowing for seamless tracking and automation.
Choose Your Trigger System
Start by selecting the third-party system (e.g., KV Core, Listing to Leads) you want to sync with Dubb.
Set the Trigger Event
Define the trigger as the creation of a new contact in the third-party system.
Action: Sync Contact to Dubb
Set the action to "Create Contact in Dubb."
Tag the Contact
Add a tag to the contact as it's imported into Dubb.
Finalize and Activate
Review the automation and activate it.
By setting up this automation, you'll maintain consistent and organized contact data across systems, enhancing your ability to track and engage with leads.