Add new Wealthbox CRM contacts to UpLaunch as contacts
Easily streamline your client management process with this efficient automation. Whenever there's a new contact in Wealthbox CRM, a corresponding contact will be created in UpLaunch. This workflow reduces manual data entry and ensures that your UpLaunch contacts are always up-to-date with your Wealthbox CRM information, so you can focus on nurturing your relationships.
Easily streamline your client management process with this efficient automation. Whenever there's a new contact in Wealthbox CRM, a corresponding contact will be created in UpLaunch. This workflow reduces manual data entry and ensures that your UpLaunch contacts are always up-to-date with your Wealthbox CRM information, so you can focus on nurturing your relationships.
- 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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