Create tasks in Motion for new Wealthbox CRM contacts
Effortlessly manage your client relationships with this efficient automation. When you add a new contact in Wealthbox CRM, this workflow will create a task in the Motion app, ensuring you stay organized and on top of your client interactions. Save time and keep your task list updated seamlessly, so you can focus on building strong connections with your clients.
Effortlessly manage your client relationships with this efficient automation. When you add a new contact in Wealthbox CRM, this workflow will create a task in the Motion app, ensuring you stay organized and on top of your client interactions. Save time and keep your task list updated seamlessly, so you can focus on building strong connections with your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a new Motion Task
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