Create new Constant Contact contacts from Wealthbox CRM new contacts
Effortlessly keep your contacts in sync between Wealthbox CRM and Constant Contact with this seamless workflow. When you add a new contact in Wealthbox CRM, the information will be automatically sent to Constant Contact, creating a new contact there as well. This is perfect for maintaining accurate and up-to-date contact lists across your marketing and CRM platforms, ensuring efficient communication with your clients and prospects.
Effortlessly keep your contacts in sync between Wealthbox CRM and Constant Contact with this seamless workflow. When you add a new contact in Wealthbox CRM, the information will be automatically sent to Constant Contact, creating a new contact there as well. This is perfect for maintaining accurate and up-to-date contact lists across your marketing and CRM platforms, ensuring efficient communication with your clients and prospects.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Triggers when a new contact is added to your account.
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