Create Wealthbox CRM opportunities from new Clio contacts
Effortlessly maintain your sales pipeline by ensuring your contacts in Clio are instantly reflected in Wealthbox CRM. This time-saving workflow activates when a new contact is added to Clio, consequently creating an opportunity in Wealthbox CRM. Stay organized and streamline your client management process with this seamless automation.
Effortlessly maintain your sales pipeline by ensuring your contacts in Clio are instantly reflected in Wealthbox CRM. This time-saving workflow activates when a new contact is added to Clio, consequently creating an opportunity in Wealthbox CRM. Stay organized and streamline your client management process with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Opportunity
Creates a new opportunity.
- Free forever for core features
- 14 day trial for premium features & apps