Create Smartsheet rows for new Wealthbox CRM contacts
Effortlessly keep your Wealthbox CRM contacts organized in Smartsheet with this seamless workflow. When a new contact is added to Wealthbox CRM, a corresponding row will be created in your designated Smartsheet, ensuring that all your contact information stays up to date and easily accessible. Stay on top of your relationships and prevent manual entry errors with this handy automation.
Effortlessly keep your Wealthbox CRM contacts organized in Smartsheet with this seamless workflow. When a new contact is added to Wealthbox CRM, a corresponding row will be created in your designated Smartsheet, ensuring that all your contact information stays up to date and easily accessible. Stay on top of your relationships and prevent manual entry errors with this handy automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Row
Send a row via email.
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