Add notes to Contacts+ when new contacts are created in Wealthbox CRM
Effortlessly keep your Wealthbox CRM and Contacts+ apps up to date with this seamless workflow. When a new contact is added to Wealthbox CRM, a note will be automatically created in the Contacts+ app for that contact. This automation ensures your contact information and notes stay organized, accurate, and easily accessible across both platforms.
Effortlessly keep your Wealthbox CRM and Contacts+ apps up to date with this seamless workflow. When a new contact is added to Wealthbox CRM, a note will be automatically created in the Contacts+ app for that contact. This automation ensures your contact information and notes stay organized, accurate, and easily accessible across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Note to Contact
Appends a note to a contact.
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