Trigger Wealthbox CRM workflows for new or updated Capsule CRM contacts
Effortlessly keep your contacts up-to-date across both Capsule CRM and Wealthbox CRM with this seamless workflow. Whenever a new or updated contact is detected in Capsule CRM, it will instantly initiate a workflow in Wealthbox CRM. Streamline your contact management process, ensuring consistency and accuracy between the two platforms.
Effortlessly keep your contacts up-to-date across both Capsule CRM and Wealthbox CRM with this seamless workflow. Whenever a new or updated contact is detected in Capsule CRM, it will instantly initiate a workflow in Wealthbox CRM. Streamline your contact management process, ensuring consistency and accuracy between the two platforms.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
- Free forever for core features
- 14 day trial for premium features & apps