Send new Wealthbox CRM contacts data to Dasheroo for easy tracking
Effortlessly keep your Dasheroo dashboards up to date with new contacts from Wealthbox CRM. This efficient workflow will send new Wealthbox CRM contact information straight to your Dasheroo app, keeping your metrics and data organized, accurate, and instantly available. Spend less time manually updating your dashboards and more time nurturing new relationships with clients.
Effortlessly keep your Dasheroo dashboards up to date with new contacts from Wealthbox CRM. This efficient workflow will send new Wealthbox CRM contact information straight to your Dasheroo app, keeping your metrics and data organized, accurate, and instantly available. Spend less time manually updating your dashboards and more time nurturing new relationships with clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Data to Dasheroo
Creates a line or area chart from the data sent to Dasheroo.
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