Create Recurly accounts for new Wealthbox CRM contacts
Easily manage new contacts in your Wealthbox CRM by automatically creating accounts for them in Recurly. With this workflow, every time a new contact is added to your Wealthbox CRM, an account is instantly created in your Recurly app, streamlining the process and saving you time on manual data entry. Enjoy seamless integration and organization between both platforms.
Easily manage new contacts in your Wealthbox CRM by automatically creating accounts for them in Recurly. With this workflow, every time a new contact is added to your Wealthbox CRM, an account is instantly created in your Recurly app, streamlining the process and saving you time on manual data entry. Enjoy seamless integration and organization between both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Account
Triggered when you add a new account.
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