Create new Direct Mail addresses from new Wealthbox CRM contacts
Streamline your client management process by connecting Wealthbox CRM to Direct Mail. With this workflow, every time you add a new contact in Wealthbox CRM, their address details will be seamlessly added to Direct Mail for easy mailing list management. Stay organized and save time with this efficient automation.
Streamline your client management process by connecting Wealthbox CRM to Direct Mail. With this workflow, every time you add a new contact in Wealthbox CRM, their address details will be seamlessly added to Direct Mail for easy mailing list management. Stay organized and save time with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!New Address
Creates a new address or updates an existing address.
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