Create new Advantage Anywhere contacts from new Wealthbox CRM contacts
Effortlessly maintain your client information across platforms with this seamless automation. When you add a new contact in Wealthbox CRM, this workflow will create a corresponding contact in Advantage Anywhere, keeping both systems up-to-date with the latest details. Save time and focus on nurturing relationships, rather than manual data entry.
Effortlessly maintain your client information across platforms with this seamless automation. When you add a new contact in Wealthbox CRM, this workflow will create a corresponding contact in Advantage Anywhere, keeping both systems up-to-date with the latest details. Save time and focus on nurturing relationships, rather than manual data entry.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact (i.e. Lead, Prospect, Client)
- Free forever for core features
- 14 day trial for premium features & apps