Create new SharpSpring accounts from Wealthbox CRM contacts effortlessly
Effortlessly streamline your contact management process with this workflow between Wealthbox CRM and SharpSpring. When a new contact is added to Wealthbox CRM, an account will be created in SharpSpring, keeping your sales and marketing platforms up-to-date and well-coordinated. Let automation take care of this essential task, saving you time and ensuring consistent data across platforms.
Effortlessly streamline your contact management process with this workflow between Wealthbox CRM and SharpSpring. When a new contact is added to Wealthbox CRM, an account will be created in SharpSpring, keeping your sales and marketing platforms up-to-date and well-coordinated. Let automation take care of this essential task, saving you time and ensuring consistent data across platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Account
Create an Account in SharpSpring.
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