Create tasks in Microsoft To Do for new Wealthbox CRM contacts
Effortlessly stay on top of your contacts with this convenient workflow between Wealthbox CRM and Microsoft To Do. When you add a new contact in Wealthbox CRM, a corresponding task will be created in Microsoft To Do, making it easy to track and manage your interactions and tasks related to that contact. Save time and streamline your sales process with this simple and powerful automation.
Effortlessly stay on top of your contacts with this convenient workflow between Wealthbox CRM and Microsoft To Do. When you add a new contact in Wealthbox CRM, a corresponding task will be created in Microsoft To Do, making it easy to track and manage your interactions and tasks related to that contact. Save time and streamline your sales process with this simple and powerful automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Triggers when a new task is created.
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