Add new clients in DisputeFox when new contacts are created in Wealthbox CRM
Create seamless client onboarding by connecting Wealthbox CRM and DisputeFox. With this workflow, whenever a new contact is added in Wealthbox CRM, it automatically adds a new client in DisputeFox, saving time and reducing manual data entry. Streamline your process and keep both platforms up-to-date with this easy-to-implement automation.
Create seamless client onboarding by connecting Wealthbox CRM and DisputeFox. With this workflow, whenever a new contact is added in Wealthbox CRM, it automatically adds a new client in DisputeFox, saving time and reducing manual data entry. Streamline your process and keep both platforms up-to-date with this easy-to-implement automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add New Client
Add new client directly.
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