Add new Wealthbox CRM contacts to Salesmsg and update existing contacts
Effortlessly keep your contacts updated between Wealthbox CRM and Salesmsg with this seamless workflow. Whenever a new contact is added to your Wealthbox CRM, this automation will create or update the corresponding contact in Salesmsg, ensuring your contact information stays in sync across both platforms. Save time and stay organized by letting this workflow handle your contact management tasks.
Effortlessly keep your contacts updated between Wealthbox CRM and Salesmsg with this seamless workflow. Whenever a new contact is added to your Wealthbox CRM, this automation will create or update the corresponding contact in Salesmsg, ensuring your contact information stays in sync across both platforms. Save time and stay organized by letting this workflow handle your contact management tasks.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates a contact. Can be used to update a contact too.
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