Create new Thryv clients from Wealthbox CRM contacts
Effortlessly maintain consistent client information between your CRM and business management software with this workflow. Once you add a new contact in Wealthbox CRM, the automation will create a corresponding client in Thryv, ensuring your client's data remains up-to-date and organized across both platforms. Streamline your contact management process and save time with this efficient integration.
Effortlessly maintain consistent client information between your CRM and business management software with this workflow. Once you add a new contact in Wealthbox CRM, the automation will create a corresponding client in Thryv, ensuring your client's data remains up-to-date and organized across both platforms. Streamline your contact management process and save time with this efficient integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client.
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