Add new Wealthbox CRM contacts to Customers.ai as contacts
Easily streamline your contact management process with this workflow that connects Wealthbox CRM and Customers.ai. When a new contact is added to Wealthbox CRM, their information is instantly used to create a contact in Customers.ai. Maintain a unified contact list and improve your marketing and communication efforts by ensuring both platforms always have the latest data.
Easily streamline your contact management process with this workflow that connects Wealthbox CRM and Customers.ai. When a new contact is added to Wealthbox CRM, their information is instantly used to create a contact in Customers.ai. Maintain a unified contact list and improve your marketing and communication efforts by ensuring both platforms always have the latest data.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new SMS or Email Contact
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