TaxDome + Wealthbox CRM
Create new contacts in Wealthbox CRM for every new contact in TaxDome
When a new client is added inside TaxDome, this workflow will seamlessly create a new contact in Wealthbox CRM. This ensures that your client information is consistently up-to-date across your management platforms, saving you time on manual data entry. Use this automation set up to streamline your customer management process and keep track of all client interactions efficiently.
When a new client is added inside TaxDome, this workflow will seamlessly create a new contact in Wealthbox CRM. This ensures that your client information is consistently up-to-date across your management platforms, saving you time on manual data entry. Use this automation set up to streamline your customer management process and keep track of all client interactions efficiently.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact.
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Deleted Contact
Triggers when a contact is deleted.
Try ItUpdated Contact
Triggers when a contact is updated.
Try ItIdRequired
Contact Name
First Name
Middle Name
Last Name
Email
Phone Number
Street Address
City
Province
Zip
Notes
Company Name
Country
Search
Contact Name
First Name
Middle Name
Last Name
Phone Number
Street Address
City
Province
Zip
Contact NameRequired
First Name
Middle Name
Last Name
Email
Phone Number
Street Address
City
Province
Zip
Notes
Company Name
Country
New Contact
Triggers when a new contact is created.
Try ItContact NameRequired
First Name
Middle Name
Last Name
Email
Phone Number
Street Address
City
Province
Zip
Notes
Company Name
Country
Search
Contact Name
First Name
Middle Name
Last Name
Phone Number
Street Address
City
Province
Zip
New Comment
Triggers when a new comment is created.
Try It
