Add new Wealthbox CRM contacts to Albi as contacts
Easily keep your contacts up to date in both Wealthbox CRM and Albi with this convenient automation. Whenever a new contact is added in Wealthbox CRM, this workflow will instantly create a corresponding contact in Albi, ensuring a seamless flow of information between the two platforms. Maintain consistent contact records and save time by eliminating manual data entry tasks.
Easily keep your contacts up to date in both Wealthbox CRM and Albi with this convenient automation. Whenever a new contact is added in Wealthbox CRM, this workflow will instantly create a corresponding contact in Albi, ensuring a seamless flow of information between the two platforms. Maintain consistent contact records and save time by eliminating manual data entry tasks.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a Contact
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