Create or update Sperse contacts from new Wealthbox CRM contacts
Effortlessly keep your Wealthbox CRM and Sperse apps in sync with this seamless workflow. When a new contact is added in Wealthbox CRM, this automation will add or update the contact in your Sperse app, ensuring consistent and up-to-date contact information across both platforms. Save time and reduce manual data entry, allowing you to focus on more important tasks.
Effortlessly keep your Wealthbox CRM and Sperse apps in sync with this seamless workflow. When a new contact is added in Wealthbox CRM, this automation will add or update the contact in your Sperse app, ensuring consistent and up-to-date contact information across both platforms. Save time and reduce manual data entry, allowing you to focus on more important tasks.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add or Update Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps