Create Callingly leads for new Wealthbox CRM contacts
Easily connect Wealthbox CRM with Callingly to streamline your lead management process. With this workflow, whenever a new contact is created in Wealthbox CRM, a call lead will be instantly generated in Callingly, enabling your sales team to quickly respond to potential clients. Simplify and optimize your sales pipeline with this efficient automation.
Easily connect Wealthbox CRM with Callingly to streamline your lead management process. With this workflow, whenever a new contact is created in Wealthbox CRM, a call lead will be instantly generated in Callingly, enabling your sales team to quickly respond to potential clients. Simplify and optimize your sales pipeline with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
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