Create contacts in Microsoft Exchange from new Wealthbox CRM contacts
Effortlessly manage your contacts across platforms with this efficient workflow that connects Wealthbox CRM and Microsoft Exchange. When a new contact is added in Wealthbox CRM, it will automatically create a corresponding contact in Microsoft Exchange. Keep your databases up-to-date and streamline communication without any manual effort.
Effortlessly manage your contacts across platforms with this efficient workflow that connects Wealthbox CRM and Microsoft Exchange. When a new contact is added in Wealthbox CRM, it will automatically create a corresponding contact in Microsoft Exchange. Keep your databases up-to-date and streamline communication without any manual effort.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps