Create or update Woodpecker.co prospects for new Wealthbox CRM contacts
Effortlessly manage your contacts and prospects with this streamlined workflow. When you add a new contact in Wealthbox CRM, this automation will create or update a prospect in Woodpecker.co, ensuring your sales pipeline remains organized and up-to-date. Save time and stay focused on building relationships, while this workflow handles the behind-the-scenes work for you.
Effortlessly manage your contacts and prospects with this streamlined workflow. When you add a new contact in Wealthbox CRM, this automation will create or update a prospect in Woodpecker.co, ensuring your sales pipeline remains organized and up-to-date. Save time and stay focused on building relationships, while this workflow handles the behind-the-scenes work for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Prospect
Adds a new prospect or Updates existing prospect in the list of Prospects.
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