Add new Wealthbox CRM contacts as prospects in Bind ERP
Easily streamline your CRM and ERP processes with this efficient workflow. When you add a new contact in Wealthbox CRM, this automation will create a prospect in Bind ERP, saving you time and ensuring a smooth transition between platforms. Keep your sales pipeline organized and up-to-date with this seamless connection between Wealthbox CRM and Bind ERP.
Easily streamline your CRM and ERP processes with this efficient workflow. When you add a new contact in Wealthbox CRM, this automation will create a prospect in Bind ERP, saving you time and ensuring a smooth transition between platforms. Keep your sales pipeline organized and up-to-date with this seamless connection between Wealthbox CRM and Bind ERP.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Prospect
Creates a new prospect.
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