Add new Wealthbox CRM contacts as meeting registrants in Zoom
Effortlessly stay connected with your Wealthbox CRM contacts by registering them for Zoom meetings. With this workflow, new contacts added to Wealthbox CRM will be instantly registered for a specified Zoom meeting. Save time and streamline your processes, ensuring that contacts never miss out on important gatherings.
Effortlessly stay connected with your Wealthbox CRM contacts by registering them for Zoom meetings. With this workflow, new contacts added to Wealthbox CRM will be instantly registered for a specified Zoom meeting. Save time and streamline your processes, ensuring that contacts never miss out on important gatherings.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Meeting Registrant
Creates a new meeting registrant.
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