Create new deals in Follow Up Boss for new contacts in Wealthbox CRM
Effortlessly keep track of new contacts in Wealthbox CRM by creating deals in Follow Up Boss with this seamless workflow. Whenever a new contact is added to your Wealthbox CRM, a corresponding deal will be generated in Follow Up Boss, ensuring that potential client opportunities are captured and organized efficiently. Boost your sales pipeline and never miss an opportunity to connect with new leads.
Effortlessly keep track of new contacts in Wealthbox CRM by creating deals in Follow Up Boss with this seamless workflow. Whenever a new contact is added to your Wealthbox CRM, a corresponding deal will be generated in Follow Up Boss, ensuring that potential client opportunities are captured and organized efficiently. Boost your sales pipeline and never miss an opportunity to connect with new leads.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Deal
Creates a deal on a contact.
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