Convert new Wealthbox CRM contacts into Credit Repair Cloud leads
Effortlessly keep your Wealthbox CRM contacts and Credit Repair Cloud leads up-to-date with this seamless workflow. When a new contact is added to Wealthbox CRM, this automation will change the lead's information in Credit Repair Cloud accordingly, ensuring a streamlined process and saving you time on manual data entry. Stay organized and never miss important details as your contact list grows.
Effortlessly keep your Wealthbox CRM contacts and Credit Repair Cloud leads up-to-date with this seamless workflow. When a new contact is added to Wealthbox CRM, this automation will change the lead's information in Credit Repair Cloud accordingly, ensuring a streamlined process and saving you time on manual data entry. Stay organized and never miss important details as your contact list grows.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Change Lead
Updates a lead.
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