Create tasks in Runrun.it for new Wealthbox CRM contacts
Efficiently manage your new contacts from Wealthbox CRM by creating tasks in Runrun.it with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, a task will be created in Runrun.it, helping you stay on top of your relationships and ensuring nothing falls through the cracks. Spend less time manually transferring information and focus more on growing your business.
Efficiently manage your new contacts from Wealthbox CRM by creating tasks in Runrun.it with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, a task will be created in Runrun.it, helping you stay on top of your relationships and ensuring nothing falls through the cracks. Spend less time manually transferring information and focus more on growing your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a new task.
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