Add new Wealthbox CRM contacts to INBOX lists instantly
Effortlessly keep your Wealthbox CRM contacts updated in your INBOX app with this seamless integration. When a new contact is added in Wealthbox CRM, this workflow will add the contact to a list in INBOX, saving you time and ensuring your lists stay organized. Enjoy a streamlined process that keeps your contact information in sync across platforms.
Effortlessly keep your Wealthbox CRM contacts updated in your INBOX app with this seamless integration. When a new contact is added in Wealthbox CRM, this workflow will add the contact to a list in INBOX, saving you time and ensuring your lists stay organized. Enjoy a streamlined process that keeps your contact information in sync across platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Contact to List
Adds contact to the contact list you specified.
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