Create accounts in Billage for new Wealthbox CRM contacts
Effortlessly manage your client relationships by connecting Wealthbox CRM to Billage. With this workflow, every time you add a new contact in Wealthbox CRM, an account will be created in Billage, streamlining your client onboarding process and ensuring all information is up to date across both platforms. Say goodbye to manual data entry and stay organized with this seamless automation.
Effortlessly manage your client relationships by connecting Wealthbox CRM to Billage. With this workflow, every time you add a new contact in Wealthbox CRM, an account will be created in Billage, streamlining your client onboarding process and ensuring all information is up to date across both platforms. Say goodbye to manual data entry and stay organized with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Account
Creates a new account.
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