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.
- When this happens...Tapper Created
Triggers when a new Tapper is created.
- automatically do this!Create Contact
Creates a new contact.
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