Update Credit Repair Cloud clients when new Wealthbox CRM contacts are added
Keep your clients' information updated and organized by connecting Wealthbox CRM and Credit Repair Cloud. With this workflow, whenever you add a new contact in Wealthbox CRM, their details will be instantly updated in Credit Repair Cloud, ensuring client records are always accurate and up-to-date. Streamline your business processes and save time managing client information with this efficient automation.
Keep your clients' information updated and organized by connecting Wealthbox CRM and Credit Repair Cloud. With this workflow, whenever you add a new contact in Wealthbox CRM, their details will be instantly updated in Credit Repair Cloud, ensuring client records are always accurate and up-to-date. Streamline your business processes and save time managing client information with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Change Client
Updates a client.
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