Create new Nutshell persons when Wealthbox CRM contacts are added
Effortlessly keep your Wealthbox CRM and Nutshell contacts up-to-date with this seamless integration. Whenever a new contact is added in Wealthbox CRM, the workflow will instantly create a new person in Nutshell to help you maintain accurate and organized databases across both platforms. Say goodbye to tedious manual data input and focus on nurturing your business relationships instead.
Effortlessly keep your Wealthbox CRM and Nutshell contacts up-to-date with this seamless integration. Whenever a new contact is added in Wealthbox CRM, the workflow will instantly create a new person in Nutshell to help you maintain accurate and organized databases across both platforms. Say goodbye to tedious manual data input and focus on nurturing your business relationships instead.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Person
Creates a new Person.
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