Ontraport + Wealthbox CRM
Create tasks in Wealthbox CRM for new Ontraport contacts
Effortlessly maintain your client relationships with this handy workflow. When you add a new contact in Ontraport, a task will be created in Wealthbox CRM, ensuring you stay up to date with your client management. Easily keep track of your client interactions, and never miss an important task again with this time-saving automation.
Effortlessly maintain your client relationships with this handy workflow. When you add a new contact in Ontraport, a task will be created in Wealthbox CRM, ensuring you stay up to date with your client management. Easily keep track of your client interactions, and never miss an important task again with this time-saving automation.
- When this happens...New Contact
Triggers when a new contact is added to Ontraport.
- automatically do this!Create Task
Creates a new task.
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New Contact
Triggers when a new contact is added to Ontraport.
Try ItProduct IdRequired
Try ItProduct IdRequired
Try ItEmail
Last Name
First Name
Address
City
State
Zip Code
Address Line 2
Country
Office Phone
SMS Number
Birthday
Title
Fax
Website
Company
First Campaign
First Content
First Lead Source
First Medium
First Term
Last Campaign
Last Content
Last Lead Source
Last Medium
Last Term
Facebook
Instagram
Twitter
Linkedin
Profile Image
Sequence
Tag
