Create subitems in monday.com for new contacts in Wealthbox CRM
Effortlessly keep your CRM contacts organized by connecting Wealthbox CRM to monday.com. With this automation, whenever you add a new contact in Wealthbox CRM, a subitem will be created in monday.com to help you track and manage important details. Stay on top of your tasks and maintain accurate records by simplifying your workflow with this helpful integration.
Effortlessly keep your CRM contacts organized by connecting Wealthbox CRM to monday.com. With this automation, whenever you add a new contact in Wealthbox CRM, a subitem will be created in monday.com to help you track and manage important details. Stay on top of your tasks and maintain accurate records by simplifying your workflow with this helpful integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Subitem
Create a new subitem in a item
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