Create Wealthbox CRM households for new or updated Capsule CRM opportunities
Streamline your CRM contact management and enhance your sales process with this workflow connecting Capsule CRM and Wealthbox CRM. When a new or updated opportunity arises in Capsule CRM, this automation creates a household in Wealthbox CRM. Save time and maintain organization by effortlessly updating data across both platforms.
Streamline your CRM contact management and enhance your sales process with this workflow connecting Capsule CRM and Wealthbox CRM. When a new or updated opportunity arises in Capsule CRM, this automation creates a household in Wealthbox CRM. Save time and maintain organization by effortlessly updating data across both platforms.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Household
Creates a new household.
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