Create records in Airtable when new contacts are added in Wealthbox CRM
Keep your contacts' information up-to-date across platforms by using this workflow to update Airtable records whenever a new contact is added to Wealthbox CRM. Once set up, this automation ensures that the contact data in your Airtable database remains current, minimizing manual work and helping to maintain accurate and organized records.
Keep your contacts' information up-to-date across platforms by using this workflow to update Airtable records whenever a new contact is added to Wealthbox CRM. Once set up, this automation ensures that the contact data in your Airtable database remains current, minimizing manual work and helping to maintain accurate and organized records.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Record
Update the values of specific cells in an Airtable record.
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