Add new Wealthbox CRM contacts to LeadConnector as contacts
Stay updated and maintain efficient CRM system with this workflow. When a new contact is added in Wealthbox CRM, this process ensures their details are seamlessly added or updated in LeadConnector. Simplify your contact management process, reduce time-consuming data entries, and ensure consistent information across your CRM platforms.
Stay updated and maintain efficient CRM system with this workflow. When a new contact is added in Wealthbox CRM, this process ensures their details are seamlessly added or updated in LeadConnector. Simplify your contact management process, reduce time-consuming data entries, and ensure consistent information across your CRM platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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