Create and update Pixie clients from new Wealthbox CRM contacts
Effortlessly maintain your client data in both Wealthbox CRM and Pixie with this seamless workflow. When you add a new contact in Wealthbox CRM, the information will be sent over to Pixie to create or update a client record. This automation ensures your client data is always up to date and accurate in both platforms, giving you more time to focus on building client relationships.
Effortlessly maintain your client data in both Wealthbox CRM and Pixie with this seamless workflow. When you add a new contact in Wealthbox CRM, the information will be sent over to Pixie to create or update a client record. This automation ensures your client data is always up to date and accurate in both platforms, giving you more time to focus on building client relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
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