Add tags to ChartMogul customers via email when new contacts are added in Wealthbox CRM
Stay organized and save time by streamlining your CRM and customer data management. With this workflow, when you add a new contact in Wealthbox CRM, relevant tags will be applied to the customer's profile in ChartMogul via their email address. Keeping your customer data up-to-date and consistent has never been easier and more efficient.
Stay organized and save time by streamlining your CRM and customer data management. With this workflow, when you add a new contact in Wealthbox CRM, relevant tags will be applied to the customer's profile in ChartMogul via their email address. Keeping your customer data up-to-date and consistent has never been easier and more efficient.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Tags to a Customer via Email
Adds tags to the customer in ChartMogul that have the given email address
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