Create Wave customers from new Wealthbox CRM contacts
Effortlessly manage your contacts and customers across platforms with this seamless automation between Wealthbox CRM and Wave. When you have a new contact in Wealthbox CRM, this workflow will create a customer in Wave, ensuring that your financial management stays organized and up-to-date as your network grows. Simplify your business processes and keep all crucial client information in sync.
Effortlessly manage your contacts and customers across platforms with this seamless automation between Wealthbox CRM and Wave. When you have a new contact in Wealthbox CRM, this workflow will create a customer in Wave, ensuring that your financial management stays organized and up-to-date as your network grows. Simplify your business processes and keep all crucial client information in sync.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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