Create texts in Formatter by Zapier for new contacts in Wealthbox CRM
Keep your contact list clean and organized with this Wealthbox CRM and Formatter by Zapier integration. When a new contact is added in Wealthbox CRM, this automation formats the text of the contact's details for consistency and saves the formatted data back into Wealthbox CRM. This way, you maintain a professional and standardized appearance across all of your contacts.
Keep your contact list clean and organized with this Wealthbox CRM and Formatter by Zapier integration. When a new contact is added in Wealthbox CRM, this automation formats the text of the contact's details for consistency and saves the formatted data back into Wealthbox CRM. This way, you maintain a professional and standardized appearance across all of your contacts.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- Free forever for core features
- 14 day trial for premium features & apps