Create opportunities in Commissionly from new opportunities in Wealthbox CRM
Looking to automate your commission calculations for your Wealthbox deals? This integration is your answer, connecting Commissionly's commission management platform to Wealthbox CRM so that, as soon as a new Wealthbox opportunity is created, a Commissionly opportunity is automatically added or updated. This lets you easily calculate commissions in near real time, showing you your sales position against target as you work through the month.
Looking to automate your commission calculations for your Wealthbox deals? This integration is your answer, connecting Commissionly's commission management platform to Wealthbox CRM so that, as soon as a new Wealthbox opportunity is created, a Commissionly opportunity is automatically added or updated. This lets you easily calculate commissions in near real time, showing you your sales position against target as you work through the month.
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this...Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
- then do this!Create/Update Opportunity
Used to create or update an opportunity in Commissionly. Remote Module and Remote ID fields must be in use for UPDATE to work and Remote Module should be be Opportunities.
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