beeviral + Wealthbox CRM
Create or update beeviral customers from new Wealthbox CRM contacts
Effortlessly maintain your customer data with this intuitive workflow between Wealthbox CRM and beeviral. When you add a new contact in Wealthbox CRM, the automation will create or update a customer in beeviral, ensuring your information stays up-to-date across both platforms. Say goodbye to manual data entry and hello to streamlined customer management.
Effortlessly maintain your customer data with this intuitive workflow between Wealthbox CRM and beeviral. When you add a new contact in Wealthbox CRM, the automation will create or update a customer in beeviral, ensuring your information stays up-to-date across both platforms. Say goodbye to manual data entry and hello to streamlined customer management.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Customer
Create a customer in your campaign ou update data for existing customer
- Free forever for core features
- 14 day trial for premium features & apps
