Create new Wealthbox CRM contacts from new Microsoft Office 365 contacts
Streamline your business processes with this workflow that connects Microsoft Office 365 and Wealthbox CRM. Each time a new contact is added in the Microsoft Office 365 application, this automation will generate a corresponding entry in Wealthbox CRM, ensuring consistent information across your platforms. This workflow not only enhances organization but also improves the efficiency of your client management, saving time and reducing room for error.
Streamline your business processes with this workflow that connects Microsoft Office 365 and Wealthbox CRM. Each time a new contact is added in the Microsoft Office 365 application, this automation will generate a corresponding entry in Wealthbox CRM, ensuring consistent information across your platforms. This workflow not only enhances organization but also improves the efficiency of your client management, saving time and reducing room for error.
- When this happens...New Contact
Triggers when a new contact is added to your account
- automatically do this!Create Contact
Creates a new contact.
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