Create Quickpage contacts from new Wealthbox CRM contacts
Effortlessly manage your contacts between Wealthbox CRM and Quickpage with this seamless workflow. Whenever a new contact is added to Wealthbox CRM, it will instantaneously create a contact in Quickpage, helping you keep both platforms up-to-date and aligned. Streamline your contact management and save valuable time with this efficient automation.
Effortlessly manage your contacts between Wealthbox CRM and Quickpage with this seamless workflow. Whenever a new contact is added to Wealthbox CRM, it will instantaneously create a contact in Quickpage, helping you keep both platforms up-to-date and aligned. Streamline your contact management and save valuable time with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact
- Free forever for core features
- 14 day trial for premium features & apps