Create Zoho Books customers from new Wealthbox CRM contacts
Effortlessly manage your client data by connecting Wealthbox CRM and Zoho Books with this handy workflow. Whenever a new contact is added in Wealthbox CRM, a customer will be created in Zoho Books, ensuring that your financial and client records stay up to date. Save time and maintain accuracy across both platforms with this seamless automation.
Effortlessly manage your client data by connecting Wealthbox CRM and Zoho Books with this handy workflow. Whenever a new contact is added in Wealthbox CRM, a customer will be created in Zoho Books, ensuring that your financial and client records stay up to date. Save time and maintain accuracy across both platforms with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a new customer.
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