Create new Wealthbox CRM contacts from GoCanvas submission data
Effortlessly keep your Wealthbox CRM contacts up-to-date with this workflow. Whenever a new submission is made in the GoCanvas app, this automation will create a new contact in Wealthbox CRM, ensuring your customer information is always accurate and easily accessible. Streamline your data management and save valuable time with this seamless integration.
Effortlessly keep your Wealthbox CRM contacts up-to-date with this workflow. Whenever a new submission is made in the GoCanvas app, this automation will create a new contact in Wealthbox CRM, ensuring your customer information is always accurate and easily accessible. Streamline your data management and save valuable time with this seamless integration.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Create Contact
Creates a new contact.
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