Create new Freshdesk companies from Wealthbox CRM contacts
Effortlessly keep your business contacts organized with this efficient workflow that connects Wealthbox CRM and Freshdesk. When a new contact is added in Wealthbox CRM, a company will be created for them in your Freshdesk account. Say goodbye to manual data entry and focus on building relationships with your customers instead.
Effortlessly keep your business contacts organized with this efficient workflow that connects Wealthbox CRM and Freshdesk. When a new contact is added in Wealthbox CRM, a company will be created for them in your Freshdesk account. Say goodbye to manual data entry and focus on building relationships with your customers instead.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Company
Allows you to create a Company entry in Freshdesk.
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