Create new contacts in Wealthbox CRM from new contacts in Seamless AI
Whenever a new contact is established in Seamless AI, this workflow will help you instantly create a corresponding contact in Wealthbox CRM. This efficient solution not only streamlines your customer management process but also ensures no vital information is missed or delayed. Benefit from the seamless connectivity between Seamless AI and Wealthbox CRM to enhance your productivity and customer relations.
Whenever a new contact is established in Seamless AI, this workflow will help you instantly create a corresponding contact in Wealthbox CRM. This efficient solution not only streamlines your customer management process but also ensures no vital information is missed or delayed. Benefit from the seamless connectivity between Seamless AI and Wealthbox CRM to enhance your productivity and customer relations.
- When this happens...New Contact
Triggers when a new "My Contact" is researched in Seamless.AI.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps