Add new Elements prospects as contacts in Wealthbox CRM
Tired of taking the manual steps to re-enter new Elements prospects into your CRM? Use this Zapier automation to update Wealthbox with a contact every time a new prospect is created in Elements!
Tired of taking the manual steps to re-enter new Elements prospects into your CRM? Use this Zapier automation to update Wealthbox with a contact every time a new prospect is created in Elements!
- When this happens...New Prospect
Triggers when a new prospect is added to Elements.
- automatically do this!Create Contact
Creates a new contact.
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