Create Kommo tasks for new Wealthbox CRM contacts
Effortlessly manage your new contacts in Wealthbox CRM by creating corresponding tasks in Kommo. With this streamlined workflow, whenever a new contact is added in Wealthbox CRM, a task will be automatically generated in Kommo, ensuring you never miss important follow-ups or updates for your valuable clients. Boost your productivity and enhance client relationship management with this efficient automation.
Effortlessly manage your new contacts in Wealthbox CRM by creating corresponding tasks in Kommo. With this streamlined workflow, whenever a new contact is added in Wealthbox CRM, a task will be automatically generated in Kommo, ensuring you never miss important follow-ups or updates for your valuable clients. Boost your productivity and enhance client relationship management with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a new task.
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