Create EZLynx applicants with opportunities from new Wealthbox CRM contacts
Effortlessly manage your new contacts from Wealthbox CRM by instantly creating personal applicants with opportunities in EZLynx. With this automation, each time a new contact is added to Wealthbox CRM, a corresponding personal applicant along with an opportunity will be created in EZLynx, streamlining your sales process and ensuring no prospect is left unattended. Spend less time manually inputting data and more time focusing on growing your client base.
Effortlessly manage your new contacts from Wealthbox CRM by instantly creating personal applicants with opportunities in EZLynx. With this automation, each time a new contact is added to Wealthbox CRM, a corresponding personal applicant along with an opportunity will be created in EZLynx, streamlining your sales process and ensuring no prospect is left unattended. Spend less time manually inputting data and more time focusing on growing your client base.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Personal Applicant With Opportunity
Creates a new personal applicant with opportunity.
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