Create leads in Aisle Planner from new contacts in Wealthbox CRM
Effortlessly manage your leads with this seamless workflow between Wealthbox CRM and Aisle Planner. Whenever a new contact is added in Wealthbox CRM, a lead will be created in Aisle Planner, allowing you to easily track and engage with potential clients. Save time and stay organized by automating this process, ensuring you never miss an opportunity to connect with new leads.
Effortlessly manage your leads with this seamless workflow between Wealthbox CRM and Aisle Planner. Whenever a new contact is added in Wealthbox CRM, a lead will be created in Aisle Planner, allowing you to easily track and engage with potential clients. Save time and stay organized by automating this process, ensuring you never miss an opportunity to connect with new leads.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a new lead.
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