Create new Clio company contacts from new Wealthbox CRM contacts
Effortlessly keep your contact information up to date with this useful workflow. When a new contact is added in Wealthbox CRM, a company contact will be created in Clio to ensure consistency across both platforms. This seamless integration saves you time and ensures that important contact details are always readily available, enhancing your productivity and client management.
Effortlessly keep your contact information up to date with this useful workflow. When a new contact is added in Wealthbox CRM, a company contact will be created in Clio to ensure consistency across both platforms. This seamless integration saves you time and ensures that important contact details are always readily available, enhancing your productivity and client management.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Company Contact
Creates a company contact.
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