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Notify about contact updates in Wealthbox CRM, find or create row in Google Sheets, and send email

Notify about contact updates in Wealthbox CRM, find or create row in Google Sheets, and send email

Notify your team about updates to contacts in Wealthbox CRM, ensuring accurate record keeping. Filter relevant changes, log them in Google Sheets, and send email alerts to keep everyone informed and engaged.

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Overview

Notify your team about updates to contacts in Wealthbox CRM, ensuring accurate record keeping. Filter relevant changes, log them in Google Sheets, and send email alerts to keep everyone informed and engaged.

Notify about contact updates in Wealthbox CRM, find or create row in Google Sheets, and send email