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Cardtapp + Wealthbox CRM

Create new Wealthbox CRM contacts from newly created Cardtapp tappers

Streamline your CRM updates with this handy workflow. When a new Tapper is created within the Cardtapp platform, this automation immediately creates a corresponding contact in your Wealthbox CRM. This ensures your customer data is consistently updated across platforms, enabling you to efficiently manage your customer relationships without any manual data entry.

Streamline your CRM updates with this handy workflow. When a new Tapper is created within the Cardtapp platform, this automation immediately creates a corresponding contact in your Wealthbox CRM. This ensures your customer data is consistently updated across platforms, enabling you to efficiently manage your customer relationships without any manual data entry.

  1. When this happens...
    CardtappCardtapp
    Tapper Created

    Triggers when a new Tapper is created.

    TriggerInstant
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
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About Cardtapp

Retain customers, capture more referrals, and sell more with your own digital business card app from Cardtapp.

Related categories

  • Marketing
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About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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