Create Metatask processes for new Wealthbox CRM contacts
Effortlessly manage your new contacts in Wealthbox CRM by streamlining your onboarding process with Metatask. This automation will initiate a new process in Metatask whenever a new contact is added in Wealthbox CRM. Save time, reduce manual work, and ensure a consistent onboarding experience for your contacts with this seamless workflow.
Effortlessly manage your new contacts in Wealthbox CRM by streamlining your onboarding process with Metatask. This automation will initiate a new process in Metatask whenever a new contact is added in Wealthbox CRM. Save time, reduce manual work, and ensure a consistent onboarding experience for your contacts with this seamless workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Start Process
Starts a new process from a template (with line item support).
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