Create Pointagram players from new Wealthbox CRM contacts
Effortlessly keep track of new contacts in your Wealthbox CRM by adding them as players in Pointagram with this seamless workflow. Once set up, each time a new contact is added in Wealthbox CRM, a player will be created in Pointagram, ensuring you never miss out on potential opportunities and maintain up-to-date records in both platforms. Stay organized and enhance the management of your sales process with this powerful combination.
Effortlessly keep track of new contacts in your Wealthbox CRM by adding them as players in Pointagram with this seamless workflow. Once set up, each time a new contact is added in Wealthbox CRM, a player will be created in Pointagram, ensuring you never miss out on potential opportunities and maintain up-to-date records in both platforms. Stay organized and enhance the management of your sales process with this powerful combination.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Player
Creates a new player.
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