Add new Wealthbox CRM contacts to Storage by Zapier values list
Keep your contact lists up-to-date with this efficient workflow that connects Wealthbox CRM and Storage by Zapier. When a new contact is added in Wealthbox CRM, their information will be automatically pushed onto a list in Storage by Zapier, ensuring your lists are always current and organized. Spend less time manually updating lists and more time building relationships with your contacts.
Keep your contact lists up-to-date with this efficient workflow that connects Wealthbox CRM and Storage by Zapier. When a new contact is added in Wealthbox CRM, their information will be automatically pushed onto a list in Storage by Zapier, ensuring your lists are always current and organized. Spend less time manually updating lists and more time building relationships with your contacts.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Push Value Onto List
Push a value onto a list of values.
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