Wealthbox CRM + Webflow
Create Webflow live items for new Wealthbox CRM contacts
Effortlessly keep your contact information up-to-date with this simple workflow. When a new contact is added in Wealthbox CRM, a live item is created in your Webflow site, ensuring the latest information is displayed instantly. Save time and streamline your contact management process with this seamless automation.
Effortlessly keep your contact information up-to-date with this simple workflow. When a new contact is added in Wealthbox CRM, a live item is created in your Webflow site, ensuring the latest information is displayed instantly. Save time and streamline your contact management process with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Live Item
Adds a new item to a given collection on your published site.
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About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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