Update Seidat presentations by finding and replacing text for new Wealthbox CRM contacts
Effortlessly maintain consistency in your client presentations with this smart workflow. When a new contact is added in Wealthbox CRM, the relevant text in your Seidat presentations is updated, ensuring accurate information across all materials. Enjoy a seamless process in managing your presentations and say goodbye to manual updates.
Effortlessly maintain consistency in your client presentations with this smart workflow. When a new contact is added in Wealthbox CRM, the relevant text in your Seidat presentations is updated, ensuring accurate information across all materials. Enjoy a seamless process in managing your presentations and say goodbye to manual updates.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Find and Replace Text in Presentation
Updates an existing presentation by finding and replacing text on the slides.
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