Track new Wealthbox CRM contacts by increasing counters in Databox
Effortlessly track new contacts in your Wealthbox CRM by increasing a counter in Databox. With this seamless workflow, whenever you add a new contact in Wealthbox CRM, a counter will be promptly updated in Databox, helping you stay organized and monitor contact growth in real-time. Enhance your CRM management and reporting with this simple yet effective automation.
Effortlessly track new contacts in your Wealthbox CRM by increasing a counter in Databox. With this seamless workflow, whenever you add a new contact in Wealthbox CRM, a counter will be promptly updated in Databox, helping you stay organized and monitor contact growth in real-time. Enhance your CRM management and reporting with this simple yet effective automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Increase Counter
Increment a specified metric by 1 every time this action happens.
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