Create new Kulea contacts from new Wealthbox CRM contacts
Effortlessly maintain your client database with this simple workflow between Wealthbox CRM and Kulea. When you add a new contact in Wealthbox CRM, the automation will instantly create a corresponding contact in Kulea, ensuring both systems stay up-to-date. Save time and ensure accuracy by streamlining your contact management process with this seamless connection.
Effortlessly maintain your client database with this simple workflow between Wealthbox CRM and Kulea. When you add a new contact in Wealthbox CRM, the automation will instantly create a corresponding contact in Kulea, ensuring both systems stay up-to-date. Save time and ensure accuracy by streamlining your contact management process with this seamless connection.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create New Contact
Create Kulea Contact.
- Free forever for core features
- 14 day trial for premium features & apps