Add new Wealthbox CRM contacts to Apptoto and create or update their details
Keep your CRM contacts and appointment reminders up-to-date with this automation. Once set up, when a new contact is added to Wealthbox CRM, the workflow will create or update the contact within Apptoto, ensuring their information is always accurate. Streamline your client management and never miss an important meeting or event again.
Keep your CRM contacts and appointment reminders up-to-date with this automation. Once set up, when a new contact is added to Wealthbox CRM, the workflow will create or update the contact within Apptoto, ensuring their information is always accurate. Streamline your client management and never miss an important meeting or event again.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates or updates a contact in Apptoto
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