Create deadlines for new Wealthbox CRM contacts with Deadline Funnel
Effortlessly manage your potential clients by connecting Wealthbox CRM to Deadline Funnel. With this automation, every time a new contact is added in Wealthbox CRM, a corresponding deadline will be initiated in Deadline Funnel. Stay on top of your client engagement and never miss a follow-up deadline again.
Effortlessly manage your potential clients by connecting Wealthbox CRM to Deadline Funnel. With this automation, every time a new contact is added in Wealthbox CRM, a corresponding deadline will be initiated in Deadline Funnel. Stay on top of your client engagement and never miss a follow-up deadline again.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Start Deadline
Starts a deadline for a specific lead.
- Free forever for core features
- 14 day trial for premium features & apps