Create new Credit Repair Cloud affiliates from Wealthbox CRM contacts
Effortlessly manage your client data by connecting Wealthbox CRM and Credit Repair Cloud with this convenient workflow. When a new contact is added in Wealthbox CRM, the automation will create a new affiliate in Credit Repair Cloud. This seamless integration ensures your client information is always up-to-date, so you can focus on providing top-notch service.
Effortlessly manage your client data by connecting Wealthbox CRM and Credit Repair Cloud with this convenient workflow. When a new contact is added in Wealthbox CRM, the automation will create a new affiliate in Credit Repair Cloud. This seamless integration ensures your client information is always up-to-date, so you can focus on providing top-notch service.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Affiliate
Adds a new affiliate.
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