Create Wealthbox CRM households for new or updated Capsule CRM contacts
Stay organized and efficient when updating your contacts with this Capsule CRM to Wealthbox CRM workflow. When a contact is added or updated in Capsule CRM, a household will be created in Wealthbox CRM, ensuring your records are always up-to-date. Easily manage your clients and their information with this seamless automation.
Stay organized and efficient when updating your contacts with this Capsule CRM to Wealthbox CRM workflow. When a contact is added or updated in Capsule CRM, a household will be created in Wealthbox CRM, ensuring your records are always up-to-date. Easily manage your clients and their information with this seamless automation.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Household
Creates a new household.
- Free forever for core features
- 14 day trial for premium features & apps