Add new Wealthbox CRM contacts to Revaluate as contacts
Effortlessly keep your Wealthbox CRM and Revaluate contact lists up-to-date with this seamless workflow. When you add a new contact in Wealthbox CRM, this automation will instantly create a corresponding contact in Revaluate, ensuring that your relationship management stays organized and efficient. Say goodbye to manual data entry and never miss an opportunity to engage and nurture your contacts.
Effortlessly keep your Wealthbox CRM and Revaluate contact lists up-to-date with this seamless workflow. When you add a new contact in Wealthbox CRM, this automation will instantly create a corresponding contact in Revaluate, ensuring that your relationship management stays organized and efficient. Say goodbye to manual data entry and never miss an opportunity to engage and nurture your contacts.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a Contact
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