Create locations in Inventory Shield for new contacts in Wealthbox CRM
Effortlessly manage your inventory whenever a new contact is added to your Wealthbox CRM with this seamless workflow. Once activated, it will create a new location in your Inventory Shield app for each contact you add in Wealthbox CRM, ensuring efficient and organized inventory tracking. Say goodbye to manual data entry and stay focused on growing your business.
Effortlessly manage your inventory whenever a new contact is added to your Wealthbox CRM with this seamless workflow. Once activated, it will create a new location in your Inventory Shield app for each contact you add in Wealthbox CRM, ensuring efficient and organized inventory tracking. Say goodbye to manual data entry and stay focused on growing your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Location
Creates a new location in Inventory Shield
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