Create or update Webmecanik Automation contacts from new Wealthbox CRM contacts
Effortlessly manage your contacts with this simple and efficient workflow between Wealthbox CRM and Webmecanik Automation. When a new contact is added in Wealthbox CRM, the contact information will be instantly updated or created in Webmecanik Automation. This ensures seamless contact management, keeping your database up-to-date and organized across both platforms.
Effortlessly manage your contacts with this simple and efficient workflow between Wealthbox CRM and Webmecanik Automation. When a new contact is added in Wealthbox CRM, the contact information will be instantly updated or created in Webmecanik Automation. This ensures seamless contact management, keeping your database up-to-date and organized across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates and existing contact.
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