Create deals in ActiveCampaign for new Wealthbox CRM contacts
Effortlessly keep track of new contacts and potential deals with this simple automation between Wealthbox CRM and ActiveCampaign. With this workflow, every time a new contact is added in Wealthbox CRM, a deal will be created in ActiveCampaign, ensuring your sales team will always be up-to-date and ready for action. Stay organized and efficient by streamlining your contact management and deal creation process.
Effortlessly keep track of new contacts and potential deals with this simple automation between Wealthbox CRM and ActiveCampaign. With this workflow, every time a new contact is added in Wealthbox CRM, a deal will be created in ActiveCampaign, ensuring your sales team will always be up-to-date and ready for action. Stay organized and efficient by streamlining your contact management and deal creation process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Deal (Deprecated)
Creates a new deal.
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