Add new Wealthbox CRM contacts to Microsoft Office 365 contacts
Effortlessly keep your contacts updated across Wealthbox CRM and Microsoft Office 365 with this seamless workflow. When a new contact is added in Wealthbox CRM, it will create a corresponding contact in Microsoft Office 365. This automation ensures that your contact information remains consistent and up-to-date in both platforms, saving you valuable time and increasing efficiency.
Effortlessly keep your contacts updated across Wealthbox CRM and Microsoft Office 365 with this seamless workflow. When a new contact is added in Wealthbox CRM, it will create a corresponding contact in Microsoft Office 365. This automation ensures that your contact information remains consistent and up-to-date in both platforms, saving you valuable time and increasing efficiency.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact.
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