Update Wealthbox CRM households when Kommo companies change
Keep your Wealthbox CRM up-to-date with this convenient workflow. When a company is updated in the Kommo app, this automation will create a new household in Wealthbox CRM, ensuring that your client data stays accurate and organized. Save time and effort by effortlessly maintaining your CRM records with this streamlined solution.
Keep your Wealthbox CRM up-to-date with this convenient workflow. When a company is updated in the Kommo app, this automation will create a new household in Wealthbox CRM, ensuring that your client data stays accurate and organized. Save time and effort by effortlessly maintaining your CRM records with this streamlined solution.
- When this happens...Company Updated
Triggers when company is updated.
- automatically do this!Create Household
Creates a new household.
- Free forever for core features
- 14 day trial for premium features & apps