Microsoft SharePoint + Wealthbox CRM
Create new Wealthbox CRM contacts from new Microsoft SharePoint list items
Add a new item to your Microsoft SharePoint list and it instantly updates the respective contact in your Wealthbox CRM. This seamless workflow keeps your CRM up-to-date and enhances your SharePoint functionalities, saving your valuable time with no manual intervention required. It's a simplified solution for managing two crucial areas of your business operations.
Add a new item to your Microsoft SharePoint list and it instantly updates the respective contact in your Wealthbox CRM. This seamless workflow keeps your CRM up-to-date and enhances your SharePoint functionalities, saving your valuable time with no manual intervention required. It's a simplified solution for managing two crucial areas of your business operations.
- When this happens...New List Item
Triggers when a new item is created in a list.
- automatically do this!Create Contact
Creates a new contact.
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