Create Zoho CRM module entries from new Wealthbox CRM contacts
Effortlessly maintain up-to-date records between Wealthbox CRM and Zoho CRM with this streamlined workflow. When a new contact is added to Wealthbox CRM, the integration seamlessly updates a module entry in Zoho CRM, ensuring your databases stay synchronized while saving you valuable time on manual data updates.
Effortlessly maintain up-to-date records between Wealthbox CRM and Zoho CRM with this streamlined workflow. When a new contact is added to Wealthbox CRM, the integration seamlessly updates a module entry in Zoho CRM, ensuring your databases stay synchronized while saving you valuable time on manual data updates.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Module Entry
Update existing entry in the selected module
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