Update Wealthbox CRM notes when Kommo contacts change
Keep your Wealthbox CRM updated with the latest contact information from Kommo. With this workflow, whenever a contact is updated in Kommo, a new note will be created in Wealthbox CRM, ensuring your records stay current and organized. Maintain a seamless flow of information between your apps and save time by eliminating manual data entry.
Keep your Wealthbox CRM updated with the latest contact information from Kommo. With this workflow, whenever a contact is updated in Kommo, a new note will be created in Wealthbox CRM, ensuring your records stay current and organized. Maintain a seamless flow of information between your apps and save time by eliminating manual data entry.
- When this happens...Contact Updated
Triggers when contact is updated.
- automatically do this!Create Note
Creates a new note.
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