Create Wealthbox CRM contacts from new Microsoft Excel rows
Effortlessly manage your contacts with this seamless workflow between Microsoft Excel and Wealthbox CRM. When you add a new row to your Excel spreadsheet, a contact is immediately created in Wealthbox CRM, keeping your customer database up-to-date without any manual entry. Say goodbye to copy-pasting and hello to efficient contact management.
Effortlessly manage your contacts with this seamless workflow between Microsoft Excel and Wealthbox CRM. When you add a new row to your Excel spreadsheet, a contact is immediately created in Wealthbox CRM, keeping your customer database up-to-date without any manual entry. Say goodbye to copy-pasting and hello to efficient contact management.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create Contact
Creates a new contact.
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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
RowRequired