Redtail CRM + Wealthbox CRM
Create Wealthbox CRM household members from new Redtail CRM contacts
Effortlessly manage your client relationships with this Redtail CRM to Wealthbox CRM automation. When a new contact is created in Redtail CRM, the workflow will add the contact as a member to a household in Wealthbox CRM. This seamless process helps you keep your client data organized and saves valuable time by reducing manual data entry.
Effortlessly manage your client relationships with this Redtail CRM to Wealthbox CRM automation. When a new contact is created in Redtail CRM, the workflow will add the contact as a member to a household in Wealthbox CRM. This seamless process helps you keep your client data organized and saves valuable time by reducing manual data entry.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add Member to Household
Adds a new family member to a household.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
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Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
