Add new Wealthbox CRM contacts to SendFox as contacts
Easily streamline your contact management by connecting Wealthbox CRM with SendFox. With this workflow, every time a new contact is added in Wealthbox CRM, a corresponding contact will be created in SendFox. This process saves you the time and effort of manually transferring contacts between platforms and ensures seamless contact management for your notification and marketing efforts.
Easily streamline your contact management by connecting Wealthbox CRM with SendFox. With this workflow, every time a new contact is added in Wealthbox CRM, a corresponding contact will be created in SendFox. This process saves you the time and effort of manually transferring contacts between platforms and ensures seamless contact management for your notification and marketing efforts.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact.
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