Add new Wealthbox CRM contacts to Elastic Email as contacts
Effortlessly keep your Wealthbox CRM contacts and Elastic Email lists updated with this automation workflow. Whenever you add a new contact in Wealthbox CRM, this workflow will instantly add the contact to your Elastic Email list. Save time and maintain seamless communication with your clients by ensuring your mailing lists are always up-to-date.
Effortlessly keep your Wealthbox CRM contacts and Elastic Email lists updated with this automation workflow. Whenever you add a new contact in Wealthbox CRM, this workflow will instantly add the contact to your Elastic Email list. Save time and maintain seamless communication with your clients by ensuring your mailing lists are always up-to-date.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Contact
Add/ Update a contact and adds it optionally to one of your lists.
- Free forever for core features
- 14 day trial for premium features & apps