Add new Wealthbox CRM contacts to Microsoft Excel rows instantly
Enhance your efficiency and ensure you never miss important contact information again. When new contact information is added in Wealthbox CRM, this workflow enables you to seamlessly record that data in a Microsoft Excel spreadsheet. This connection benefits from providing an organized and accessible record of your expanding network, all while saving you valuable time.
Enhance your efficiency and ensure you never miss important contact information again. When new contact information is added in Wealthbox CRM, this workflow enables you to seamlessly record that data in a Microsoft Excel spreadsheet. This connection benefits from providing an organized and accessible record of your expanding network, all while saving you valuable time.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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