Create Birdeye customers from new Wealthbox CRM contacts
Easily keep your customer information up-to-date with this seamless workflow between Wealthbox CRM and Birdeye. When you add a new contact in Wealthbox CRM, this automation will create a customer in Birdeye, saving you valuable time and ensuring consistent data across both platforms. Enhance your customer management and streamline your process with this efficient integration.
Easily keep your customer information up-to-date with this seamless workflow between Wealthbox CRM and Birdeye. When you add a new contact in Wealthbox CRM, this automation will create a customer in Birdeye, saving you valuable time and ensuring consistent data across both platforms. Enhance your customer management and streamline your process with this efficient integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a new customer for a specified business.
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