Update Autotask companies when new contacts are added in Wealthbox CRM
Effortlessly keep your Wealthbox CRM and Autotask apps updated with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, this automation will ensure that the corresponding company is updated in Autotask. Save time and maintain accurate information across both platforms with this easy-to-implement solution.
Effortlessly keep your Wealthbox CRM and Autotask apps updated with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, this automation will ensure that the corresponding company is updated in Autotask. Save time and maintain accurate information across both platforms with this easy-to-implement solution.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Company
Update a company.
- Free forever for core features
- 14 day trial for premium features & apps