Crystal Ball + Wealthbox CRM
Create annotations in Crystal Ball for new contacts in Wealthbox CRM
Effortlessly keep track of new contacts in your Wealthbox CRM by adding an annotation in the Crystal Ball app. With this workflow, whenever a new contact is added in Wealthbox CRM, an annotation will be created in Crystal Ball, ensuring seamless organization and easy reference. Save time and maintain accuracy in your data management by automating this process.
Effortlessly keep track of new contacts in your Wealthbox CRM by adding an annotation in the Crystal Ball app. With this workflow, whenever a new contact is added in Wealthbox CRM, an annotation will be created in Crystal Ball, ensuring seamless organization and easy reference. Save time and maintain accuracy in your data management by automating this process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Annotation in Crystal Ball
Add an annotation in your account for an event.
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