Create Freshsales Classic accounts from new Wealthbox CRM contacts
Effortlessly keep your sales process organized with this workflow that connects Wealthbox CRM to Freshsales Classic. Whenever you add a new contact in Wealthbox CRM, an account will be created for them in Freshsales Classic. Save time on manual data entry and ensure your customer information remains consistent across both platforms.
Effortlessly keep your sales process organized with this workflow that connects Wealthbox CRM to Freshsales Classic. Whenever you add a new contact in Wealthbox CRM, an account will be created for them in Freshsales Classic. Save time on manual data entry and ensure your customer information remains consistent across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Account
Creates a new account.
- Free forever for core features
- 14 day trial for premium features & apps