Create new Content Snare clients from new Wealthbox CRM contacts effortlessly
Effortlessly keep your client information up-to-date with this seamless workflow between Wealthbox CRM and Content Snare. When a new contact is added in Wealthbox CRM, this automation creates a client in Content Snare, simplifying your data management process and ensuring you have accurate client details at your fingertips. Save time and stay organized by connecting these two powerful tools today.
Effortlessly keep your client information up-to-date with this seamless workflow between Wealthbox CRM and Content Snare. When a new contact is added in Wealthbox CRM, this automation creates a client in Content Snare, simplifying your data management process and ensuring you have accurate client details at your fingertips. Save time and stay organized by connecting these two powerful tools today.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client.
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