Add Wealthbox CRM new contacts to TrueReview as contacts
Easily streamline your client management process by connecting Wealthbox CRM and TrueReview. With this automation, every time you add a new contact in Wealthbox CRM, a contact will be created in the TrueReview app. This helps you efficiently manage your clients and keep their information up-to-date across both platforms, saving you time and effort.
Easily streamline your client management process by connecting Wealthbox CRM and TrueReview. With this automation, every time you add a new contact in Wealthbox CRM, a contact will be created in the TrueReview app. This helps you efficiently manage your clients and keep their information up-to-date across both platforms, saving you time and effort.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a Contact
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