Create Wealthbox CRM opportunities from new GoCanvas submissions
Effortlessly streamline your sales process with this powerful workflow integration between GoCanvas and Wealthbox CRM. Whenever a new submission is received in GoCanvas, an opportunity is created in Wealthbox CRM, ensuring you don't miss a beat when it comes to managing potential clients. This seamless connection between the two apps saves time and improves efficiency in building your sales pipeline.
Effortlessly streamline your sales process with this powerful workflow integration between GoCanvas and Wealthbox CRM. Whenever a new submission is received in GoCanvas, an opportunity is created in Wealthbox CRM, ensuring you don't miss a beat when it comes to managing potential clients. This seamless connection between the two apps saves time and improves efficiency in building your sales pipeline.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Create Opportunity
Creates a new opportunity.
- Free forever for core features
- 14 day trial for premium features & apps