Mailbox Power + Wealthbox CRM
Create or update contacts in Mailbox Power for new contacts in Wealthbox CRM
Stay in touch with your new contacts effortlessly with this efficient automation. Whenever a new contact is added to your Wealthbox CRM, this workflow updates or creates a new contact in Mailbox Power, ensuring the information across both platforms stays consistent. This streamlines your contact management, saving you time and boosting your efficiency.
Stay in touch with your new contacts effortlessly with this efficient automation. Whenever a new contact is added to your Wealthbox CRM, this workflow updates or creates a new contact in Mailbox Power, ensuring the information across both platforms stays consistent. This streamlines your contact management, saving you time and boosting your efficiency.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Adds a new contact OR updates an existing contact IF the first name, last name, street, city, and state match and existing contact.
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