Create new Freshsales Classic leads from Wealthbox CRM contacts
Easily streamline your sales process with this workflow that connects Wealthbox CRM to Freshsales Classic. Whenever a new contact is added in Wealthbox CRM, a lead is instantly created in Freshsales Classic, ensuring your sales team has immediate access to the most up-to-date client information. No need for manual data entry or tracking - let this automation handle the seamless transition for you.
Easily streamline your sales process with this workflow that connects Wealthbox CRM to Freshsales Classic. Whenever a new contact is added in Wealthbox CRM, a lead is instantly created in Freshsales Classic, ensuring your sales team has immediate access to the most up-to-date client information. No need for manual data entry or tracking - let this automation handle the seamless transition for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a new lead.
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