Create or update Text Request contacts when new Wealthbox CRM contacts are added
Keep your Wealthbox CRM and Text Request contacts up-to-date effortlessly with this powerful workflow. Every time a new contact is added in Wealthbox CRM, this automation creates or updates the corresponding contact in Text Request, ensuring seamless communication and organization of your contacts. Spend less time manually managing contact information and focus on building relationships with your clients.
Keep your Wealthbox CRM and Text Request contacts up-to-date effortlessly with this powerful workflow. Every time a new contact is added in Wealthbox CRM, this automation creates or updates the corresponding contact in Text Request, ensuring seamless communication and organization of your contacts. Spend less time manually managing contact information and focus on building relationships with your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates the name of an existing contact.
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