Create Wealthbox CRM households from new Follow Up Boss contacts
Effortlessly keep your contacts organized between Follow Up Boss and Wealthbox CRM with this seamless workflow. Whenever a new contact is added in Follow Up Boss, a household will be created in Wealthbox CRM, ensuring your customer information stays consistent and up-to-date across both platforms. Save time and enhance your customer relationship management by automating this process.
Effortlessly keep your contacts organized between Follow Up Boss and Wealthbox CRM with this seamless workflow. Whenever a new contact is added in Follow Up Boss, a household will be created in Wealthbox CRM, ensuring your customer information stays consistent and up-to-date across both platforms. Save time and enhance your customer relationship management by automating this process.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Household
Creates a new household.
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