Update last contact date in Notion for clients when new note is created in Wealthbox CRM
Update last contact date in Notion for clients when new note is created in Wealthbox CRM
Update your client and prospect last contact dates in Notion whenever a new note is created in Wealthbox CRM. This keeps your database current, improving follow-up efficiency and enhancing client engagement.
Zap details:
Overview
Update your client and prospect last contact dates in Notion whenever a new note is created in Wealthbox CRM. This keeps your database current, improving follow-up efficiency and enhancing client engagement.