Create Insightly records for new Wealthbox CRM contacts
Effortlessly maintain up-to-date records in both your Wealthbox CRM and Insightly apps with this automation. When you add a new contact in Wealthbox CRM, a record will be created in Insightly, ensuring your information remains consistent across both platforms. Save time and eliminate manual data entry by streamlining your contact management process.
Effortlessly maintain up-to-date records in both your Wealthbox CRM and Insightly apps with this automation. When you add a new contact in Wealthbox CRM, a record will be created in Insightly, ensuring your information remains consistent across both platforms. Save time and eliminate manual data entry by streamlining your contact management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Record
Creates a Record
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