Add tags to LionDesk for new contacts in Wealthbox CRM
Effortlessly manage your contacts between Wealthbox CRM and LionDesk with this seamless workflow. When a new contact is added in Wealthbox CRM, this automation will simultaneously create a new contact in LionDesk. Stay organized and keep your contact information up-to-date in both platforms with this simple and efficient solution.
Effortlessly manage your contacts between Wealthbox CRM and LionDesk with this seamless workflow. When a new contact is added in Wealthbox CRM, this automation will simultaneously create a new contact in LionDesk. Stay organized and keep your contact information up-to-date in both platforms with this simple and efficient solution.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Tags
Assign tags to a contact
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