Create and manage new Wealthbox CRM contacts by adding them to Rep.co
Effortlessly maintain your contact list across Wealthbox CRM and Rep.co with this seamless workflow. Whenever you add a new contact in Wealthbox CRM, this automation will instantly create a new contact in your Rep.co account, ensuring that your list stays up-to-date and organized with minimal manual effort on your part. Save time and boost productivity by integrating these two platforms for a more streamlined contact management process.
Effortlessly maintain your contact list across Wealthbox CRM and Rep.co with this seamless workflow. Whenever you add a new contact in Wealthbox CRM, this automation will instantly create a new contact in your Rep.co account, ensuring that your list stays up-to-date and organized with minimal manual effort on your part. Save time and boost productivity by integrating these two platforms for a more streamlined contact management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Contact
Adds Contact to specified campaign.
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