Add new Wealthbox CRM contacts to Livespace as people
Effortlessly keep your contact information up to date across Wealthbox CRM and Livespace with this seamless automation. With each new contact added to Wealthbox CRM, a corresponding person will be created in Livespace, ensuring that all contact information remains accurate and consistent across both platforms. Save time and enhance your team's efficiency by streamlining contact management using this intuitive workflow.
Effortlessly keep your contact information up to date across Wealthbox CRM and Livespace with this seamless automation. With each new contact added to Wealthbox CRM, a corresponding person will be created in Livespace, ensuring that all contact information remains accurate and consistent across both platforms. Save time and enhance your team's efficiency by streamlining contact management using this intuitive workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Person
Creates a new person.
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