3 results for Workflow Templates
Objective: Data Cleanup
Capitalize contacts first and last names
Keep your contact name data clean. This workflow ensures the first letter of all first and last names are capitalized.
Workflow Template
Merge duplicate contacts that share the same phone number
Use pre-written custom code to merge duplicate contacts into one record based on a shared phone number.
Workflow Template
Remove special characters from a phone number
Prevent errors before they happen with this workflow that removes special characters, like dashes and parentheses.
Workflow Template