Create new PTminder clients from Wealthbox CRM contacts
Effortlessly manage your client list between Wealthbox CRM and PTminder with this automation. When a new contact is added in Wealthbox CRM, this workflow will create a new client in PTminder, ensuring that your customer information stays up-to-date across both platforms. Spend less time manually transferring data and more time focusing on delivering exceptional service to your clients.
Effortlessly manage your client list between Wealthbox CRM and PTminder with this automation. When a new contact is added in Wealthbox CRM, this workflow will create a new client in PTminder, ensuring that your customer information stays up-to-date across both platforms. Spend less time manually transferring data and more time focusing on delivering exceptional service to your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a Client in PTminder
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