Add new Wealthbox CRM contacts and create Intercom users instantly
Easily streamline your customer relationship management by connecting Wealthbox CRM and Intercom. With this workflow, every time a new contact is added in Wealthbox CRM, a user will be created in Intercom, helping you manage and engage your clients more efficiently. Improve your customer support and relationship building with minimal effort through this seamless integration.
Easily streamline your customer relationship management by connecting Wealthbox CRM and Intercom. With this workflow, every time a new contact is added in Wealthbox CRM, a user will be created in Intercom, helping you manage and engage your clients more efficiently. Improve your customer support and relationship building with minimal effort through this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create User
Creates a new user in your Intercom app.
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