Create Wealthbox CRM tasks for new Formstack submissions
Efficiently track and manage incoming form submissions with this handy workflow. When a new submission is received in Formstack, it automatically creates a task in Wealthbox CRM, ensuring you stay on top of leads and customer inquiries without any manual work. Save time, reduce manual errors, and streamline your lead management process with this seamless automation.
Efficiently track and manage incoming form submissions with this handy workflow. When a new submission is received in Formstack, it automatically creates a task in Wealthbox CRM, ensuring you stay on top of leads and customer inquiries without any manual work. Save time, reduce manual errors, and streamline your lead management process with this seamless automation.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Create Task
Creates a new task.
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