Create new ConnectWise Manage companies from Wealthbox CRM contacts
Seamlessly transfer your new contacts from Wealthbox CRM to ConnectWise Manage with this efficient workflow. As soon as you add a contact in Wealthbox CRM, it creates a company in ConnectWise Manage, making sure your records are always up-to-date and consistent across both platforms. Save time and stay organized with this seamless data transfer between Wealthbox CRM and ConnectWise Manage.
Seamlessly transfer your new contacts from Wealthbox CRM to ConnectWise Manage with this efficient workflow. As soon as you add a contact in Wealthbox CRM, it creates a company in ConnectWise Manage, making sure your records are always up-to-date and consistent across both platforms. Save time and stay organized with this seamless data transfer between Wealthbox CRM and ConnectWise Manage.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Company
Creates a new company.
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