Add new Clio contacts as household members in Wealthbox CRM
Efficiently manage your contacts between Clio and Wealthbox CRM with this seamless workflow. When you add a new contact in Clio, they will be instantly added as a member to a specified household in Wealthbox CRM. This way, you save time and ensure your client information is up-to-date across both platforms.
Efficiently manage your contacts between Clio and Wealthbox CRM with this seamless workflow. When you add a new contact in Clio, they will be instantly added as a member to a specified household in Wealthbox CRM. This way, you save time and ensure your client information is up-to-date across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Member to Household
Adds a new family member to a household.
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