Create Fomo events for new Wealthbox CRM contacts
Streamline your contact management and event creation process with this efficient workflow. When you add a new contact in Wealthbox CRM, an event will be instantly created in Fomo, keeping you informed of client engagements. Stay organized and up-to-date with this seamless automation.
Streamline your contact management and event creation process with this efficient workflow. When you add a new contact in Wealthbox CRM, an event will be instantly created in Fomo, keeping you informed of client engagements. Stay organized and up-to-date with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Event
Creates a new event.
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