Customers and contacts
Create a customer in Filmo and prepare their welcome
Enter the customer's details to create their record and address in Filmo, open a call task and send them a welcome email. Requires a connected mailbox.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Customers and contacts |
| Starts with | Manual run |
| Integrations used | |
| Steps | 3 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Create contact | Create the contact with their address | |
| 2 | Create task | Open the welcome call | |
| 3 | Send email | Send the welcome email |
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