Geckoboard + Wealthbox CRM
Add new Wealthbox CRM contacts to Geckoboard as records in a dataset
Stay updated with your CRM contacts by easily adding them to a Geckoboard dataset with this seamless workflow. Whenever a new contact is created in Wealthbox CRM, this automation will ensure their information is added to a dataset in Geckoboard. Keep track of important customer data without any manual effort and focus on building valuable relationships.
Stay updated with your CRM contacts by easily adding them to a Geckoboard dataset with this seamless workflow. Whenever a new contact is created in Wealthbox CRM, this automation will ensure their information is added to a dataset in Geckoboard. Keep track of important customer data without any manual effort and focus on building valuable relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Record to Dataset
Adds a record to a Dataset
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