Create and add new Wealthbox CRM contacts to an Act-On list
Effortlessly manage your contacts in real-time with this Wealthbox CRM to Act-On automation. Whenever you create a new contact in Wealthbox CRM, this workflow instantly adds them to a designated list in Act-On. Stay organized and streamline your marketing efforts, ensuring every new contact is seamlessly engaged with your tailored campaigns.
Effortlessly manage your contacts in real-time with this Wealthbox CRM to Act-On automation. Whenever you create a new contact in Wealthbox CRM, this workflow instantly adds them to a designated list in Act-On. Stay organized and streamline your marketing efforts, ensuring every new contact is seamlessly engaged with your tailored campaigns.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Contact to List
Adds a contact to a specific list.
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