ShareFile + Wealthbox CRM
Create client users in ShareFile for new contacts in Wealthbox CRM
Effortlessly manage your client information with this efficient workflow between Wealthbox CRM and ShareFile. When you add a new contact in Wealthbox CRM, this automation will create a Client User in ShareFile, ensuring your client data stays organized and up to date. Save time and streamline your client management process with this seamless integration.
Effortlessly manage your client information with this efficient workflow between Wealthbox CRM and ShareFile. When you add a new contact in Wealthbox CRM, this automation will create a Client User in ShareFile, ensuring your client data stays organized and up to date. Save time and streamline your client management process with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client User
Creates a ShareFile user with the given information.
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