Create new contacts in rezora from new Wealthbox CRM contacts
Easily manage your client relationships with this Wealthbox CRM and Rezora automation. When a new contact is added in Wealthbox CRM, a corresponding contact will be created in Rezora, ensuring both platforms have up-to-date information. This seamless integration allows you to efficiently build and maintain your contact list while saving time on manual data entry.
Easily manage your client relationships with this Wealthbox CRM and Rezora automation. When a new contact is added in Wealthbox CRM, a corresponding contact will be created in Rezora, ensuring both platforms have up-to-date information. This seamless integration allows you to efficiently build and maintain your contact list while saving time on manual data entry.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps