Create Steady activities for new Wealthbox CRM contacts
Effortlessly keep track of your new contacts in Wealthbox CRM by recording their activities in Steady with this seamless workflow. When you add a new contact in Wealthbox CRM, their information will be registered as an activity in Steady, making it easy to monitor and manage your growing network. Stay organized and up-to-date with the latest contact information without any extra work on your part.
Effortlessly keep track of your new contacts in Wealthbox CRM by recording their activities in Steady with this seamless workflow. When you add a new contact in Wealthbox CRM, their information will be registered as an activity in Steady, making it easy to monitor and manage your growing network. Stay organized and up-to-date with the latest contact information without any extra work on your part.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Record Activity
Records an activity and adds it to the next check-in for a specific team member.
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