Automation template – Create companies from Visual Visitor
Template name
Create Companies from Visual Visitor.
Purpose
This template helps you create companies in the CRM using data available in Business App so you can streamline processes and manage company information in one place.
Configuration
The template creates companies with a set of minimum required details. You can customize it to pull in additional fields from Visual Visitor. Visual Visitor provides a wide set of data points that can be mapped into Business App.
For a full list of data provided by Visual Visitor, see their support page: Integrate Our Data with Any System You Like.