Update Clay records when new Wealthbox CRM contacts are created
Keep your Wealthbox CRM contacts up-to-date effortlessly with this efficient workflow that connects it to the Clay app. When a new contact is added in Wealthbox CRM, their information will be used to update the record in a table within Clay. This automation ensures that your contact data stays organized and accurate, saving you time and manual effort.
Keep your Wealthbox CRM contacts up-to-date effortlessly with this efficient workflow that connects it to the Clay app. When a new contact is added in Wealthbox CRM, their information will be used to update the record in a table within Clay. This automation ensures that your contact data stays organized and accurate, saving you time and manual effort.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Record in Table
Updates a record in a table.
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