Update Customer Fields when new Wealthbox CRM contacts are created
Keep your Wealthbox CRM contacts updated in Customer Fields with this efficient workflow. Whenever a new contact is added in Wealthbox CRM, their information will be used to update the corresponding customer details in Customer Fields. This streamlines your contact management process, ensuring consistent data across both platforms without any manual intervention.
Keep your Wealthbox CRM contacts updated in Customer Fields with this efficient workflow. Whenever a new contact is added in Wealthbox CRM, their information will be used to update the corresponding customer details in Customer Fields. This streamlines your contact management process, ensuring consistent data across both platforms without any manual intervention.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Customer
Update a customer by ID.
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