Create new clients in Moxo from new contacts in Wealthbox CRM
Effortlessly maintain your client records in both Wealthbox CRM and Moxo with this efficient automation. When you add a new contact in Wealthbox CRM, this workflow will instantly create a client in Moxo, ensuring your information is consistently updated across both platforms. Save time and reduce manual data entry by streamlining your client management process.
Effortlessly maintain your client records in both Wealthbox CRM and Moxo with this efficient automation. When you add a new contact in Wealthbox CRM, this workflow will instantly create a client in Moxo, ensuring your information is consistently updated across both platforms. Save time and reduce manual data entry by streamlining your client management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client user.
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