Create Workiom records for new Wealthbox CRM contacts
Effortlessly manage your new contacts from Wealthbox CRM by setting up this automation to create records in Workiom. With this workflow, whenever a new contact is added to Wealthbox CRM, their details will be instantly captured as a new record in Workiom. Save time and stay organized by ensuring your contact information remains up-to-date across both platforms.
Effortlessly manage your new contacts from Wealthbox CRM by setting up this automation to create records in Workiom. With this workflow, whenever a new contact is added to Wealthbox CRM, their details will be instantly captured as a new record in Workiom. Save time and stay organized by ensuring your contact information remains up-to-date across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Record
Create new record in a list.
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