Add new Wealthbox CRM contacts to Autopilot Journeys for seamless contact management
Effortlessly manage your contacts between Wealthbox CRM and Autopilot Journeys with this seamless automation. Whenever a new contact is added in Wealthbox CRM, the workflow instantly creates a corresponding contact in Autopilot Journeys. This ensures your contact information stays updated and organized in both platforms, allowing you to focus on growing your business relationships.
Effortlessly manage your contacts between Wealthbox CRM and Autopilot Journeys with this seamless automation. Whenever a new contact is added in Wealthbox CRM, the workflow instantly creates a corresponding contact in Autopilot Journeys. This ensures your contact information stays updated and organized in both platforms, allowing you to focus on growing your business relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Contact
Adds a new contact.
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