eForma + Wealthbox CRM
Create eForma leads from new Wealthbox CRM contacts
Effortlessly manage your leads with this time-saving automation. When a new contact appears in Wealthbox CRM, this workflow instantly creates a lead within eForma, ensuring your sales pipeline stays up-to-date and your team can focus on closing deals instead of manual data entry.
Effortlessly manage your leads with this time-saving automation. When a new contact appears in Wealthbox CRM, this workflow instantly creates a lead within eForma, ensuring your sales pipeline stays up-to-date and your team can focus on closing deals instead of manual data entry.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a new Lead
- Free forever for core features
- 14 day trial for premium features & apps
About eForma
Global E-learning solution covering the course of learners from commercial management to the training itself thanks to off-the-shelf content.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.