Add new Kommo companies as members to households in Wealthbox CRM
Easily streamline your client management process with this efficient workflow. When a new company is added in the Kommo app, it will automatically create a Household and add a member to it in Wealthbox CRM. This seamless integration keeps your contact information up-to-date and organized, allowing you to focus on business growth and client relationships.
Easily streamline your client management process with this efficient workflow. When a new company is added in the Kommo app, it will automatically create a Household and add a member to it in Wealthbox CRM. This seamless integration keeps your contact information up-to-date and organized, allowing you to focus on business growth and client relationships.
- When this happens...New Company
Triggers when a new company is created.
- automatically do this!Add Member to Household
Adds a new family member to a household.
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