Create and update PitBullTax Software clients / prospects from new Wealthbox CRM contacts
Effortlessly keep your client information up-to-date with this seamless workflow between Wealthbox CRM and PitBullTax Software. When a new contact is added in Wealthbox CRM, the integration instantly creates or updates a client or prospect in PitBullTax Software. Spend less time managing data and more time providing top-notch services to your clients and prospects.
Effortlessly keep your client information up-to-date with this seamless workflow between Wealthbox CRM and PitBullTax Software. When a new contact is added in Wealthbox CRM, the integration instantly creates or updates a client or prospect in PitBullTax Software. Spend less time managing data and more time providing top-notch services to your clients and prospects.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!New or Update Client / Prospect
Creating a new client or updating an existing one
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