Create custom actions in Funnelytics for new Wealthbox CRM contacts
Keep your marketing initiatives up-to-date by seamlessly integrating Wealthbox CRM and Funnelytics with this automation. When a new contact is added to Wealthbox CRM, a custom action in Funnelytics will be executed, ensuring your marketing data is always current and accurate. Maintain a streamlined workflow and stay focused on growing your business with this powerful combination.
Keep your marketing initiatives up-to-date by seamlessly integrating Wealthbox CRM and Funnelytics with this automation. When a new contact is added to Wealthbox CRM, a custom action in Funnelytics will be executed, ensuring your marketing data is always current and accurate. Maintain a streamlined workflow and stay focused on growing your business with this powerful combination.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Custom Action
Track any kind of action that you want with the flexibility of the custom action
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