Create prospects in Club OS from new contacts in Wealthbox CRM
Save time and simplify your lead management process by connecting Wealthbox CRM and Club OS apps with this efficient automation. Whenever you add a new contact to Wealthbox CRM, a prospect will be created in Club OS, ensuring a seamless flow of information between the two apps. This streamlined workflow helps you stay organized, manage leads more effectively, and focus on building relationships with your prospects.
Save time and simplify your lead management process by connecting Wealthbox CRM and Club OS apps with this efficient automation. Whenever you add a new contact to Wealthbox CRM, a prospect will be created in Club OS, ensuring a seamless flow of information between the two apps. This streamlined workflow helps you stay organized, manage leads more effectively, and focus on building relationships with your prospects.
- 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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