Create notes in Dovetail for new Wealthbox CRM contacts
Effortlessly keep track of your Wealthbox CRM contacts with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, a note will be created in Dovetail, ensuring all your important information is easily accessible and organized. Streamline your customer relationship management and stay on top of client interactions with this efficient automation.
Effortlessly keep track of your Wealthbox CRM contacts with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, a note will be created in Dovetail, ensuring all your important information is easily accessible and organized. Streamline your customer relationship management and stay on top of client interactions with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!
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