Create new Altos Research contacts when Wealthbox CRM contacts are added
Effortlessly keep your Wealthbox CRM and Altos Research contacts up-to-date with this seamless automation. With this workflow, whenever you add a new contact in Wealthbox CRM, a corresponding contact will be created in Altos Research. This ensures that your contact information remains consistent and saves you time in manually updating both platforms.
Effortlessly keep your Wealthbox CRM and Altos Research contacts up-to-date with this seamless automation. With this workflow, whenever you add a new contact in Wealthbox CRM, a corresponding contact will be created in Altos Research. This ensures that your contact information remains consistent and saves you time in manually updating both platforms.
- 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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