Add new Wealthbox CRM contacts to Fieldnotes or update existing ones
Effortlessly keep your Wealthbox CRM and Fieldnotes contacts up-to-date with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, this automation will either update an existing contact or create a new one in Fieldnotes, ensuring that your contact information remains consistent and accurate across both platforms. Spend less time manually transferring data and more time focusing on building valuable relationships.
Effortlessly keep your Wealthbox CRM and Fieldnotes contacts up-to-date with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, this automation will either update an existing contact or create a new one in Fieldnotes, ensuring that your contact information remains consistent and accurate across both platforms. Spend less time manually transferring data and more time focusing on building valuable relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
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