Trigger new Wealthbox CRM workflows for every new contact in Follow Up Boss
Effortlessly keep track of new contacts in your Follow Up Boss app by automatically starting a workflow in Wealthbox CRM. With this time-saving integration, every time a new contact is added in Follow Up Boss, a corresponding workflow is initiated in Wealthbox CRM, ensuring seamless integration and efficient management of your clients and leads. Stay organized and never miss out on crucial steps in your business process.
Effortlessly keep track of new contacts in your Follow Up Boss app by automatically starting a workflow in Wealthbox CRM. With this time-saving integration, every time a new contact is added in Follow Up Boss, a corresponding workflow is initiated in Wealthbox CRM, ensuring seamless integration and efficient management of your clients and leads. Stay organized and never miss out on crucial steps in your business process.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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