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Contactually

Contactually is a great CRM for professionals in relationship-based businesses. Our smart platform automatically manages your contacts across email, social media and mobile phone to help you prioritize your relationships by monitoring your conversation patterns. It automatically generates intelligent follow-up recommendations for your most important prospects when it matters the most. With Contactually, your most important relationships never run the risk of slipping through the cracks.

Triggers

New Contact History

Triggers when a new Contact History (record of a communication with a Contact) is created.

New Contact

Triggers when a new Contact is created in Contactually.

Actions

Create Contact

Creates a new Contact in Contactually.

Create Task

Create a new Task in Contactually.

Create Contact History

Create a record of a communication with one of your contacts.