Create new Spark contacts for new Wealthbox CRM contacts
Enhance the efficiency of your client management by connecting Wealthbox CRM to Spark. When a new contact is added in Wealthbox CRM, this workflow will automatically create a corresponding contact in Spark. This seamless process helps to eliminate tedious manual data entry and ensures that your client information is always up-to-date and consistent across both platforms.
Enhance the efficiency of your client management by connecting Wealthbox CRM to Spark. When a new contact is added in Wealthbox CRM, this workflow will automatically create a corresponding contact in Spark. This seamless process helps to eliminate tedious manual data entry and ensures that your client information is always up-to-date and consistent across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a Contact in the Spark platform
- Free forever for core features
- 14 day trial for premium features & apps