Flodesk + Wealthbox CRM
Create new Wealthbox CRM contacts from newly created Flodesk subscribers
Elevate your customer management efficiency with this streamlined workflow. Now, whenever you get a new subscriber in Flodesk, their details will be instantly transferred as a new contact in your Wealthbox CRM. This automation not only saves time on data entry but also ensures that your Wealthbox CRM always has the most updated contact information.
Elevate your customer management efficiency with this streamlined workflow. Now, whenever you get a new subscriber in Flodesk, their details will be instantly transferred as a new contact in your Wealthbox CRM. This automation not only saves time on data entry but also ensures that your Wealthbox CRM always has the most updated contact information.
- When this happens...Subscriber Created
Triggers when a new subscriber is created.
- automatically do this!Create Contact
Creates a new contact.
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- 14 day trial for premium features & apps
SegmentRequired
Try ItSubscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
Try ItEmailRequired
WorkflowRequired
EmailRequired
SegmentRequired
Subscriber Created
Triggers when a new subscriber is created.
Try ItEmailRequired
SegmentRequired
SegmentRequired
EmailRequired
First Name
Last Name
EmailRequired
WorkflowRequired
