Create The Value Builder System™ contacts from new Wealthbox CRM contacts
Effortlessly streamline your CRM data with this seamless workflow between Wealthbox CRM and The Value Builder System™. When a new contact is added in Wealthbox CRM, a contact will be automatically created from the email in The Value Builder System™ app, ensuring your contact information stays up-to-date across both platforms. This integration helps save time and maintain consistency in data management.
Effortlessly streamline your CRM data with this seamless workflow between Wealthbox CRM and The Value Builder System™. When a new contact is added in Wealthbox CRM, a contact will be automatically created from the email in The Value Builder System™ app, ensuring your contact information stays up-to-date across both platforms. This integration helps save time and maintain consistency in data management.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact From Email
Create a new contact based on email address.
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