Create or update eEndorsements contacts for new Wealthbox CRM contacts
Easily manage your contacts across Wealthbox CRM and eEndorsements with this seamless workflow. When you add a new contact in Wealthbox CRM, this automation will create or update a corresponding contact in eEndorsements, ensuring your records are always up-to-date and synced. Streamline your contact management process and never miss a beat when engaging with clients or prospects.
Easily manage your contacts across Wealthbox CRM and eEndorsements with this seamless workflow. When you add a new contact in Wealthbox CRM, this automation will create or update a corresponding contact in eEndorsements, ensuring your records are always up-to-date and synced. Streamline your contact management process and never miss a beat when engaging with clients or prospects.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates a new contact.
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