Add new Wealthbox CRM contacts and move prospects to a campaign in BONZO
Effortlessly manage your prospects by connecting Wealthbox CRM and BONZO through this workflow. When a new contact is added in Wealthbox CRM, it will automatically move the prospect to a campaign in BONZO, saving you time and ensuring a seamless organization of potential clients within your marketing campaign. Stay on top of your contacts and never miss an opportunity to engage with your audience.
Effortlessly manage your prospects by connecting Wealthbox CRM and BONZO through this workflow. When a new contact is added in Wealthbox CRM, it will automatically move the prospect to a campaign in BONZO, saving you time and ensuring a seamless organization of potential clients within your marketing campaign. Stay on top of your contacts and never miss an opportunity to engage with your audience.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Move Prospect to Campaign
Move Prospect to Campaign
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