Create tasks in Wealthbox CRM for new forms in 123FormBuilder
Effortlessly manage new leads from your 123FormBuilder submissions by creating tasks in Wealthbox CRM. With this workflow, every time a new form is filled out on 123FormBuilder, a task will be generated in Wealthbox CRM, ensuring a seamless process for tracking and following up with potential clients. Enhance your productivity and never miss an opportunity again.
Effortlessly manage new leads from your 123FormBuilder submissions by creating tasks in Wealthbox CRM. With this workflow, every time a new form is filled out on 123FormBuilder, a task will be generated in Wealthbox CRM, ensuring a seamless process for tracking and following up with potential clients. Enhance your productivity and never miss an opportunity again.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Create Task
Creates a new task.
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