What is Ratecard?
Ratecard is the feedback tool that integrates with your processes in real-time, and helps you collect feedback on autopilot
You can learn about Ratecard here
What this zap does:
By using this zap, when a new placement is made in Vincere, create or update a contact in Ratecard.
This is perfect if you want to create new contacts or update existing contacts in Ratecard when a placement is made in VincereĀ
How it works:
Ā New Placement is added on VincereĀ
Create or Update Contact on Ratecard Ā
What you need:
Vincere account
Ratecard account
1/ Set up the trigger:
Trigger to use: New Placement is added on VincereĀ
2/ Select your Vincere Account:
3/ Set up the Action
Action to use: Create or Update Contact
4/ Select your Ratecard AccountĀ
5/ Now map the data that you want to pull from Vincere and push to Ratecard:
6/ Test & Continue
Finally, turn the zap on! Your zap is ready for action. #TheVincereWay