Create B1G1 giving stories when new Wealthbox CRM contacts are added
Create a seamless workflow between Wealthbox CRM and B1G1 with this automation. Whenever a new contact is added in Wealthbox CRM, a giving story will be instantly added to the cart in B1G1, ensuring that your business contributes towards a meaningful cause and efficiently manages your giving campaigns. Stay organized and make an impact with this simple yet effective integration.
Create a seamless workflow between Wealthbox CRM and B1G1 with this automation. Whenever a new contact is added in Wealthbox CRM, a giving story will be instantly added to the cart in B1G1, ensuring that your business contributes towards a meaningful cause and efficiently manages your giving campaigns. Stay organized and make an impact with this simple yet effective integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Recurring Impact to Cart
Adds Recurring Impacts to your Cart.
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