Create and update Streak boxes for new Wealthbox CRM contacts
Easily update your Streak pipeline with new contact information from Wealthbox CRM using this seamless workflow. Whenever a new contact is added in Wealthbox CRM, their details will be automatically updated in the corresponding Streak box, ensuring your contacts stay up-to-date across both platforms. Save time and maintain accuracy with this simple automation.
Easily update your Streak pipeline with new contact information from Wealthbox CRM using this seamless workflow. Whenever a new contact is added in Wealthbox CRM, their details will be automatically updated in the corresponding Streak box, ensuring your contacts stay up-to-date across both platforms. Save time and maintain accuracy with this simple automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Edit Box
Edit fields, stage, assigned to, name and notes on an existing box.
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