Update Stripe customers when new Wealthbox CRM contacts are added
Effortlessly keep your customer data up-to-date with this automation. When a new contact is added in Wealthbox CRM, it instantly updates the corresponding customer information in Stripe, ensuring accurate records for billing and communication purposes. This workflow not only saves you time but also maintains consistency across both platforms.
Effortlessly keep your customer data up-to-date with this automation. When a new contact is added in Wealthbox CRM, it instantly updates the corresponding customer information in Stripe, ensuring accurate records for billing and communication purposes. This workflow not only saves you time but also maintains consistency across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Customer
Updates an existing customer.
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