Create new Quotient contacts from Wealthbox CRM contacts
Effortlessly streamline your sales process with this automation. Whenever a new contact is added in Wealthbox CRM, a corresponding contact will be created in Quotient, ensuring your customer information stays organized and up-to-date across both platforms. Focus on building relationships and closing deals, while this workflow takes care of keeping your contact lists aligned.
Effortlessly streamline your sales process with this automation. Whenever a new contact is added in Wealthbox CRM, a corresponding contact will be created in Quotient, ensuring your customer information stays organized and up-to-date across both platforms. Focus on building relationships and closing deals, while this workflow takes care of keeping your contact lists aligned.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new Contact.
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