Create action items in Fellow for new contacts in Wealthbox CRM
Effortlessly manage your new contacts in Wealthbox CRM by creating action items in the Fellow app. With this workflow, whenever a new contact is added to Wealthbox CRM, an action item will be created in Fellow, ensuring you stay organized and achieve seamless collaboration across your team. Enhance your productivity with this straightforward automation and make the most of your relationships.
Effortlessly manage your new contacts in Wealthbox CRM by creating action items in the Fellow app. With this workflow, whenever a new contact is added to Wealthbox CRM, an action item will be created in Fellow, ensuring you stay organized and achieve seamless collaboration across your team. Enhance your productivity with this straightforward automation and make the most of your relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Action Item
Creates an action item in a specified stream.
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