Add new Wealthbox CRM contacts to Smartsheet as rows
Keep your Wealthbox CRM contacts organized by seamlessly adding them to a Smartsheet sheet. With this workflow, whenever you create a new contact in Wealthbox CRM, their information will be instantly added as a new row in your specified Smartsheet sheet. Stay organized and save time by automatically keeping your contact records up-to-date in both platforms.
Keep your Wealthbox CRM contacts organized by seamlessly adding them to a Smartsheet sheet. With this workflow, whenever you create a new contact in Wealthbox CRM, their information will be instantly added as a new row in your specified Smartsheet sheet. Stay organized and save time by automatically keeping your contact records up-to-date in both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Row to Sheet
Add a row to a sheet.
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