Create Salesmate activities for new Wealthbox CRM contacts
Effortlessly manage your Wealthbox CRM contacts and Salesmate activities with this streamlined workflow. Whenever a new contact is added to Wealthbox CRM, an activity will be created in Salesmate, ensuring you stay organized and up-to-date with your contacts. Save time and stay focused on building relationships, while this automation handles the connection between your CRM platforms.
Effortlessly manage your Wealthbox CRM contacts and Salesmate activities with this streamlined workflow. Whenever a new contact is added to Wealthbox CRM, an activity will be created in Salesmate, ensuring you stay organized and up-to-date with your contacts. Save time and stay focused on building relationships, while this automation handles the connection between your CRM platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Activity
Creates a new Activity, probably with input from previous steps.
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