Add new Wealthbox CRM contacts to Warm Welcome and create or update their information
Easily keep your contacts updated between Wealthbox CRM and Warm Welcome with this seamless workflow. When a new contact is added to Wealthbox CRM, this automation will create/update the contact in Warm Welcome, ensuring your list is always current. Save time and stay organized as your network grows without any extra effort.
Easily keep your contacts updated between Wealthbox CRM and Warm Welcome with this seamless workflow. When a new contact is added to Wealthbox CRM, this automation will create/update the contact in Warm Welcome, ensuring your list is always current. Save time and stay organized as your network grows without any extra effort.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates a contact and updates if not found.
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