Create Encircle property claims for new Wealthbox CRM contacts
Effortlessly manage your client data and property claims with this streamlined workflow. When a new contact is added in Wealthbox CRM, a property claim will be created in Encircle, ensuring that your claims process stays organized and efficient. This automation saves you valuable time and helps maintain accurate records across both platforms.
Effortlessly manage your client data and property claims with this streamlined workflow. When a new contact is added in Wealthbox CRM, a property claim will be created in Encircle, ensuring that your claims process stays organized and efficient. This automation saves you valuable time and helps maintain accurate records across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Property Claim
Creates a new Property Claim.
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