Create Wealthbox CRM opportunities from new Formidable Forms entries
Effortlessly manage your sales leads with this efficient workflow between Formidable Forms and Wealthbox CRM. When a new entry is submitted through Formidable Forms, an opportunity will be created in Wealthbox CRM, keeping your pipeline updated and organized. Save time and streamline your lead management process with this seamless integration.
Effortlessly manage your sales leads with this efficient workflow between Formidable Forms and Wealthbox CRM. When a new entry is submitted through Formidable Forms, an opportunity will be created in Wealthbox CRM, keeping your pipeline updated and organized. Save time and streamline your lead management process with this seamless integration.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Create Opportunity
Creates a new opportunity.
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