Create and update BenchmarkONE contacts for new Wealthbox CRM contacts
Effortlessly keep your Wealthbox CRM and BenchmarkONE contacts up-to-date with this seamless workflow. When a new contact is added in Wealthbox CRM, this automation will create or update the corresponding contact in BenchmarkONE, ensuring consistent and accurate information across both platforms. Save time and eliminate manual data entry by streamlining your contact management process.
Effortlessly keep your Wealthbox CRM and BenchmarkONE contacts up-to-date with this seamless workflow. When a new contact is added in Wealthbox CRM, this automation will create or update the corresponding contact in BenchmarkONE, ensuring consistent and accurate information across both platforms. Save time and eliminate manual data entry by streamlining your contact management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Contact
Creates a new contact or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps