Create Wealthbox CRM households from new Kommo companies effortlessly
Effortlessly streamline the process of adding new companies in Kommo and creating corresponding households in Wealthbox CRM, saving time and minimizing manual data entry. With this workflow, essential details about new companies in Kommo are populated in Wealthbox CRM, enhancing customer management capabilities. Maintain centralized contact data for easier access and improved client relations, making your business operations more efficient.
Effortlessly streamline the process of adding new companies in Kommo and creating corresponding households in Wealthbox CRM, saving time and minimizing manual data entry. With this workflow, essential details about new companies in Kommo are populated in Wealthbox CRM, enhancing customer management capabilities. Maintain centralized contact data for easier access and improved client relations, making your business operations more efficient.
- When this happens...New Company
Triggers when a new company is created.
- automatically do this!Create Household
Creates a new household.
- Free forever for core features
- 14 day trial for premium features & apps