Create contacts in zipForm Plus from new Wealthbox CRM contacts
Effortlessly keep your contact information organized and up-to-date between Wealthbox CRM and zipForm Plus with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, their details will be instantly transferred to create a new contact in zipForm Plus. Say goodbye to manual data entry and focus on growing your business while this automation takes care of contact management for you.
Effortlessly keep your contact information organized and up-to-date between Wealthbox CRM and zipForm Plus with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, their details will be instantly transferred to create a new contact in zipForm Plus. Say goodbye to manual data entry and focus on growing your business while this automation takes care of contact management for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Triggers when a new contact is added to a zipForm Address Book.
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