Create new Asana projects for new Wealthbox CRM contacts
Effortlessly manage your contacts and projects with this seamless workflow between Wealthbox CRM and Asana. Whenever a new contact is added in Wealthbox CRM, a corresponding project will be created in Asana, ensuring all your important tasks and milestones are organized in one place. Streamline your client management and project coordination with this efficient automation.
Effortlessly manage your contacts and projects with this seamless workflow between Wealthbox CRM and Asana. Whenever a new contact is added in Wealthbox CRM, a corresponding project will be created in Asana, ensuring all your important tasks and milestones are organized in one place. Streamline your client management and project coordination with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Triggered when you add a new project.
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