Create comments in Wrike for new Wealthbox CRM contacts
Stay organized and connected to your clients with this efficient automation. When you add a new contact in Wealthbox CRM, a comment is effortlessly created in Wrike, ensuring your team stays informed and has the relevant client information in one place. This workflow streamlines communication and helps you provide better service to your clients.
Stay organized and connected to your clients with this efficient automation. When you add a new contact in Wealthbox CRM, a comment is effortlessly created in Wrike, ensuring your team stays informed and has the relevant client information in one place. This workflow streamlines communication and helps you provide better service to your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Comment
Create a new comment.
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