Create new Agent 3000 contacts from new Wealthbox CRM contacts
Effortlessly maintain consistent and up-to-date contact information across Wealthbox CRM and Agent 3000 with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, their details will be instantly copied, creating a matching contact in Agent 3000. This automation helps ensure accurate data in both platforms, streamlining your contact management process and saving valuable time.
Effortlessly maintain consistent and up-to-date contact information across Wealthbox CRM and Agent 3000 with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, their details will be instantly copied, creating a matching contact in Agent 3000. This automation helps ensure accurate data in both platforms, streamlining your contact management process and saving valuable time.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact.
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