Create new contact in Wealthbox CRM from webhook event, and format date/time
Create new contact in Wealthbox CRM from webhook event, and format date/time
Capture event details and create a new contact in Wealthbox CRM when a webhook is triggered. This ensures all relevant information is organized, leading to faster onboarding and improved customer relationship management.
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Overview
Capture event details and create a new contact in Wealthbox CRM when a webhook is triggered. This ensures all relevant information is organized, leading to faster onboarding and improved customer relationship management.