Create Bidsketch clients from new Wealthbox CRM contacts
Effortlessly grow your client base and streamline proposals with this Wealthbox CRM and Bidsketch automation. When you add a new contact in Wealthbox CRM, this workflow will create a client in Bidsketch, making it easy to send them professional proposals and improve your sales process. Spend less time on manual data entry and more time focusing on building strong relationships with your clients.
Effortlessly grow your client base and streamline proposals with this Wealthbox CRM and Bidsketch automation. When you add a new contact in Wealthbox CRM, this workflow will create a client in Bidsketch, making it easy to send them professional proposals and improve your sales process. Spend less time on manual data entry and more time focusing on building strong relationships with your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client
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