Create Wealthbox CRM opportunities from new Delighted responses
Save time and instantly improve your lead management process with this Delighted to Wealthbox CRM workflow. Whenever a new response is received in Delighted, a new opportunity will be created in Wealthbox CRM, ensuring a seamless transition and organized pipeline for your sales team. Streamline your customer interactions and stay ahead of the game with this efficient automation.
Save time and instantly improve your lead management process with this Delighted to Wealthbox CRM workflow. Whenever a new response is received in Delighted, a new opportunity will be created in Wealthbox CRM, ensuring a seamless transition and organized pipeline for your sales team. Streamline your customer interactions and stay ahead of the game with this efficient automation.
- When this happens...New Response
Triggers when a new response is received in this Delighted Project.
- automatically do this!Create Opportunity
Creates a new opportunity.
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New Response
Triggers when a new response is received in this Delighted Project.
Try ItPerson ID
EmailRequired
Phone Number
Name
Properties
EmailRequired
Name
Last Sent At
Person ID
Email
Phone Number
New Unsubscribe
Triggers when a person unsubscribes from Delighted surveys.
Try ItPerson ID
Email
Phone NumberRequired
Name
Properties
Person IDRequired
Created At
ScoreRequired
Comment
Properties
Person ID
Email
Phone Number