Create new mfr - field service management customers for new Wealthbox CRM contacts
Effortlessly keep your customer information up to date across both Wealthbox CRM and mfr - field service management apps with this automation workflow. When you add a new contact in Wealthbox CRM, it will instantly create a customer in mfr - field service management, ensuring your records are consistently aligned and saving you valuable time in manual data entry. Maintain accurate customer data and improve your field service management efficiency with this seamless integration.
Effortlessly keep your customer information up to date across both Wealthbox CRM and mfr - field service management apps with this automation workflow. When you add a new contact in Wealthbox CRM, it will instantly create a customer in mfr - field service management, ensuring your records are consistently aligned and saving you valuable time in manual data entry. Maintain accurate customer data and improve your field service management efficiency with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a customer with a unique customer id in mfr.
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