Create new Freshcaller contacts from Wealthbox CRM contacts
Effortlessly maintain up-to-date contact information across your Wealthbox CRM and Freshcaller apps with this streamlined workflow. Whenever a new contact is added in Wealthbox CRM, their details will be instantly transferred to create a contact in Freshcaller. This seamless integration ensures consistent, accurate data across both platforms, saving you time and manual effort.
Effortlessly maintain up-to-date contact information across your Wealthbox CRM and Freshcaller apps with this streamlined workflow. Whenever a new contact is added in Wealthbox CRM, their details will be instantly transferred to create a contact in Freshcaller. This seamless integration ensures consistent, accurate data across both platforms, saving you time and manual effort.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Create a contact on the caller account.
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