Create or update Hously contacts for new Wealthbox CRM contacts
Effortlessly keep your Wealthbox CRM and Hously contacts up to date with this seamless workflow. When you add a new contact in Wealthbox CRM, this automation will instantly create or update the corresponding contact in Hously, ensuring your records are always in sync and saving you valuable time. Focus on building lasting relationships with your clients rather than managing data between multiple platforms.
Effortlessly keep your Wealthbox CRM and Hously contacts up to date with this seamless workflow. When you add a new contact in Wealthbox CRM, this automation will instantly create or update the corresponding contact in Hously, ensuring your records are always in sync and saving you valuable time. Focus on building lasting relationships with your clients rather than managing data between multiple platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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