Create activities in Orbit for new Wealthbox CRM contacts
Easily track and engage with your new Wealthbox CRM contacts by automating the creation of activities in Orbit. With this workflow, whenever a new contact is added to Wealthbox CRM, a corresponding activity is created in Orbit, ensuring seamless communication and organization between the two platforms. Enhance your customer relationship management without additional manual effort, saving you time and streamlining your processes.
Easily track and engage with your new Wealthbox CRM contacts by automating the creation of activities in Orbit. With this workflow, whenever a new contact is added to Wealthbox CRM, a corresponding activity is created in Orbit, ensuring seamless communication and organization between the two platforms. Enhance your customer relationship management without additional manual effort, saving you time and streamlining your processes.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Activity
Save an activity to a Member profile in Orbit. If the Member profile does not exist, it will also be created using this Action.
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