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.

Update last contact date in Notion for clients when new note is created in Wealthbox CRM