Add new Wealthbox CRM contacts as members in HomeActions instantly
Effortlessly manage your contacts in Wealthbox CRM and HomeActions by setting up this streamlined workflow. Whenever a new contact is added to Wealthbox CRM, they will be swiftly enrolled as a member in HomeActions, ensuring your contact data is consistently updated across both platforms. This seamless process saves valuable time and ensures accurate, up-to-date contact management for your business.
Effortlessly manage your contacts in Wealthbox CRM and HomeActions by setting up this streamlined workflow. Whenever a new contact is added to Wealthbox CRM, they will be swiftly enrolled as a member in HomeActions, ensuring your contact data is consistently updated across both platforms. This seamless process saves valuable time and ensures accurate, up-to-date contact management for your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Member
Adds a member to your list, and subscribes them to your newsletter
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