Create new Wealthbox CRM contacts from new Cognito Forms entries
Streamline your business workflow with a seamless link between Cognito Forms and Wealthbox CRM. Whenever a new entry is added in Cognito Forms, a contact will be instantly created in Wealthbox CRM, ensuring your customer data is always up-to-date and accessible. This automation saves you time and improves efficiency by handling the data transfer process for you.
Streamline your business workflow with a seamless link between Cognito Forms and Wealthbox CRM. Whenever a new entry is added in Cognito Forms, a contact will be instantly created in Wealthbox CRM, ensuring your customer data is always up-to-date and accessible. This automation saves you time and improves efficiency by handling the data transfer process for you.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Contact
Creates a new contact.
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