Add new Wealthbox CRM contacts to RevBoss suppression list
Effortlessly maintain your marketing outreach by connecting Wealthbox CRM and RevBoss in a seamless workflow. Whenever you add a new contact in Wealthbox CRM, this automation will send their information to RevBoss, adding them to the suppression list. Keep your contact lists organized and your communication targeted without manual intervention.
Effortlessly maintain your marketing outreach by connecting Wealthbox CRM and RevBoss in a seamless workflow. Whenever you add a new contact in Wealthbox CRM, this automation will send their information to RevBoss, adding them to the suppression list. Keep your contact lists organized and your communication targeted without manual intervention.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Contact to Suppression
Adds a new contact to suppression RevBoss and tags it as a lead if it exists.
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