Create new Credit Repair Cloud leads from new Wealthbox CRM contacts
Effortlessly streamline your client management process with this Wealthbox CRM and Credit Repair Cloud workflow. When you add a new contact in Wealthbox CRM, a lead will be instantly created in Credit Repair Cloud, ensuring your client information stays updated across both platforms. Spend less time on manual tasks and enhance communication with clients by automating this essential connection.
Effortlessly streamline your client management process with this Wealthbox CRM and Credit Repair Cloud workflow. When you add a new contact in Wealthbox CRM, a lead will be instantly created in Credit Repair Cloud, ensuring your client information stays updated across both platforms. Spend less time on manual tasks and enhance communication with clients by automating this essential connection.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Adds a new lead.
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