Add new Wealthbox CRM contacts to Force24 marketing lists
Effortlessly keep your contacts in sync between Wealthbox CRM and Force24 with this streamlined workflow. Once set up, every time a new contact is added in Wealthbox CRM, they will be automatically added to a Marketing List in Force24. This seamless automation ensures your marketing efforts stay up-to-date and consistent, saving you time and manual data entry.
Effortlessly keep your contacts in sync between Wealthbox CRM and Force24 with this streamlined workflow. Once set up, every time a new contact is added in Wealthbox CRM, they will be automatically added to a Marketing List in Force24. This seamless automation ensures your marketing efforts stay up-to-date and consistent, saving you time and manual data entry.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Contact to Marketing List
Adds a contact to a marketing list.
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