Create new Wealthbox CRM contacts from new Blinq contacts
Automate the process of keeping your Wealthbox CRM updated with new contacts from Blinq. This workflow activates as soon as a new contact is added in Blinq and instantly creates a mirrored contact in Wealthbox. Save time in data entry, eliminate the risk of errors, and ensure your CRM is always current with your latest Blinq contacts effortlessly.
Automate the process of keeping your Wealthbox CRM updated with new contacts from Blinq. This workflow activates as soon as a new contact is added in Blinq and instantly creates a mirrored contact in Wealthbox. Save time in data entry, eliminate the risk of errors, and ensure your CRM is always current with your latest Blinq contacts effortlessly.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact.
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