Add new Wealthbox CRM contacts to Wicked Reports as contacts
Effortlessly keep your contact information organized and up-to-date with this powerful workflow. With each new contact added in Wealthbox CRM, this automation will create a contact in Wicked Reports for seamless tracking and management. Save time and eliminate the need for manual data entry, ensuring your contact lists stay accurate and synchronized across both platforms.
Effortlessly keep your contact information organized and up-to-date with this powerful workflow. With each new contact added in Wealthbox CRM, this automation will create a contact in Wicked Reports for seamless tracking and management. Save time and eliminate the need for manual data entry, ensuring your contact lists stay accurate and synchronized across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Create a new contact.
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