Create new Salesflare accounts from Wealthbox CRM contacts
Effortlessly synchronize your CRM and sales data with this powerful workflow. When you add a new contact in Wealthbox CRM, it instantly creates a corresponding account in Salesflare, streamlining your client management process and ensuring your sales team always has the most up-to-date information. Minimize manual data entry and enjoy seamless data organization.
Effortlessly synchronize your CRM and sales data with this powerful workflow. When you add a new contact in Wealthbox CRM, it instantly creates a corresponding account in Salesflare, streamlining your client management process and ensuring your sales team always has the most up-to-date information. Minimize manual data entry and enjoy seamless data organization.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Account
Creates a new account.
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