Create or update Act-On contacts whenever new contacts are added in Wealthbox CRM
Boost your efficiency by linking Wealthbox CRM and Act-On. With this workflow, any new contact saved in your Wealthbox CRM will immediately update or create a corresponding contact in Act-On by email address. Say goodbye to manual data entry and maintain consistent and updated contact information across both platforms with ease.
Boost your efficiency by linking Wealthbox CRM and Act-On. With this workflow, any new contact saved in your Wealthbox CRM will immediately update or create a corresponding contact in Act-On by email address. Say goodbye to manual data entry and maintain consistent and updated contact information across both platforms with ease.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update or Create Contact (By Email Address)
Updates an existing contact or creates one if not found in a target list. A contact is identified by their email address.
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