Add new Wealthbox CRM contacts to Orbit as members
Easily add new contacts from Wealthbox CRM into Orbit as members with this seamless workflow. When a new contact is created in Wealthbox CRM, they will be instantly included as a member in the Orbit app. This automation process not only saves time, but also ensures that your Orbit community stays up-to-date and organized.
Easily add new contacts from Wealthbox CRM into Orbit as members with this seamless workflow. When a new contact is created in Wealthbox CRM, they will be instantly included as a member in the Orbit app. This automation process not only saves time, but also ensures that your Orbit community stays up-to-date and organized.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create a Member
Add a new member to your Orbit workspace without an associated activity.
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