Create new Phone.com contacts from Wealthbox CRM contacts
Effortlessly manage your client relationships with this workflow that connects Wealthbox CRM and Phone.com. When a new contact is added in Wealthbox CRM, their information is instantly transferred to Phone.com as a new contact. Save time and streamline your contact management process with this seamless integration.
Effortlessly manage your client relationships with this workflow that connects Wealthbox CRM and Phone.com. When a new contact is added in Wealthbox CRM, their information is instantly transferred to Phone.com as a new contact. Save time and streamline your contact management process with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Find a contact
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