Sync client contact updates from Wealthbox CRM to Keap based on specific criteria
Sync client contact updates from Wealthbox CRM to Keap based on specific criteria
Sync client contact information between Wealthbox CRM and Keap when updates occur. Filter relevant clients based on specific criteria to ensure accurate data management and improve communication efficiency.
Zap details:
Overview
Sync client contact information between Wealthbox CRM and Keap when updates occur. Filter relevant clients based on specific criteria to ensure accurate data management and improve communication efficiency.