Create HL Pro Tools contacts for new Wealthbox CRM entries
Effortlessly keep your contacts up-to-date across Wealthbox CRM and HL Pro Tools with this seamless workflow. When a new contact is added in Wealthbox CRM, this automation will create a new contact in HL Pro Tools, ensuring consistency and saving you time. Streamline your contact management process and maintain clean, organized contact profiles in both applications.
Effortlessly keep your contacts up-to-date across Wealthbox CRM and HL Pro Tools with this seamless workflow. When a new contact is added in Wealthbox CRM, this automation will create a new contact in HL Pro Tools, ensuring consistency and saving you time. Streamline your contact management process and maintain clean, organized contact profiles in both applications.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Create a New Contact for selected location with given details
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