Create new Rannko customers from newly added Wealthbox CRM contacts
Effortlessly manage your CRM and customer relations with this seamless workflow between Wealthbox CRM and Rannko. When a new contact is added in Wealthbox CRM, this automation will create a new customer in Rannko, streamlining your client onboarding process and keeping both platforms up-to-date. Say goodbye to manual data entry, and let this powerful integration save you time and boost your efficiency.
Effortlessly manage your CRM and customer relations with this seamless workflow between Wealthbox CRM and Rannko. When a new contact is added in Wealthbox CRM, this automation will create a new customer in Rannko, streamlining your client onboarding process and keeping both platforms up-to-date. Say goodbye to manual data entry, and let this powerful integration save you time and boost your efficiency.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Customer
This will store the customer information to Rannko.
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