Create or update Yodel.io Phone System contacts for new Wealthbox CRM contacts
Easily manage and streamline your business communication by connecting Wealthbox CRM and Yodel.io Phone System. This workflow initiates when a new contact is added in Wealthbox CRM, and instantly creates or updates the corresponding contact in Yodel.io Phone System. Save time and effort while maintaining up-to-date contact information across both platforms for seamless customer interactions.
Easily manage and streamline your business communication by connecting Wealthbox CRM and Yodel.io Phone System. This workflow initiates when a new contact is added in Wealthbox CRM, and instantly creates or updates the corresponding contact in Yodel.io Phone System. Save time and effort while maintaining up-to-date contact information across both platforms for seamless customer interactions.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates or updates a contact.
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