Create contacts in Wealthbox CRM for new clients in Finpace
When a new client is added in Finpace, this Zap automatically creates a contact in Wealthbox CRM. This integration saves you time by eliminating the need for manual data entry, ensuring that your client information is always up-to-date across both platforms. Streamline your workflow and focus on building relationships with your clients more effectively.
When a new client is added in Finpace, this Zap automatically creates a contact in Wealthbox CRM. This integration saves you time by eliminating the need for manual data entry, ensuring that your client information is always up-to-date across both platforms. Streamline your workflow and focus on building relationships with your clients more effectively.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Contact
Creates a new contact.
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