Create Miro boards for new Wealthbox CRM contacts
Easily maintain organization and stay connected with your clients as your Wealthbox CRM contact list grows by setting up a seamless workflow to generate a Miro board. With this automation, every time you add a new contact in Wealthbox CRM, a corresponding Miro board will be created, saving you time and providing a comprehensive overview of your expanding business relationships.
Easily maintain organization and stay connected with your clients as your Wealthbox CRM contact list grows by setting up a seamless workflow to generate a Miro board. With this automation, every time you add a new contact in Wealthbox CRM, a corresponding Miro board will be created, saving you time and providing a comprehensive overview of your expanding business relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Board
Creates a new board.
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