Google Contacts + Wealthbox CRM
Create new Wealthbox CRM contacts from new Google Contacts entries
Streamline your data management process with this workflow. When a new contact is added in Google Contacts, this automation immediately creates a corresponding contact in Wealthbox CRM. It ensures your customer information is up to date across platforms, saving you time and reducing manual data entry errors. This is an efficient solution to keep your business connections well-coordinated and organized.
Streamline your data management process with this workflow. When a new contact is added in Google Contacts, this automation immediately creates a corresponding contact in Wealthbox CRM. It ensures your customer information is up to date across platforms, saving you time and reducing manual data entry errors. This is an efficient solution to keep your business connections well-coordinated and organized.
- When this happens...New Contact
Triggers when a contact is created.
- automatically do this!Create Contact
Creates a new contact.
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New or Updated Contact
Triggers when a contact is created or updated.
Try ItNew Contact
Triggers when a contact is created.
Try ItCreate Contact
Creates a new contact.
NameRequired
New Group
Triggers when a group is created.
Try ItContactRequired
GroupRequired
ContactRequired
Phone Number
Additional Phone Numbers
Contact
PhotoRequired
