Create rows in Coda for new Wealthbox CRM contacts
Effortlessly manage your customer data by connecting Wealthbox CRM and Coda in a seamless workflow. With this automation, every time you add a new contact in Wealthbox CRM, a new row will be created in Coda, ensuring all your crucial contact information is accurately reflected in both apps. Stay organized and save time by having your contact data consistently available wherever you need it.
Effortlessly manage your customer data by connecting Wealthbox CRM and Coda in a seamless workflow. With this automation, every time you add a new contact in Wealthbox CRM, a new row will be created in Coda, ensuring all your crucial contact information is accurately reflected in both apps. Stay organized and save time by having your contact data consistently available wherever you need it.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Row
Creates a new row in the selected table.
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