Create presentations from templates in Google Slides for new Wealthbox CRM contacts
Effortlessly keep your business presentations up-to-date with this workflow that connects Wealthbox CRM and Google Slides. Whenever a new contact is added in Wealthbox CRM, a presentation will be created from a template in Google Slides, ensuring you always have the most relevant information at your fingertips. Save time and simplify your sales process with this seamless automation.
Effortlessly keep your business presentations up-to-date with this workflow that connects Wealthbox CRM and Google Slides. Whenever a new contact is added in Wealthbox CRM, a presentation will be created from a template in Google Slides, ensuring you always have the most relevant information at your fingertips. Save time and simplify your sales process with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Presentation From Template
Creates a new presentation based on an existing one and can replace any placeholder variables found in your template presentation, like {{name}}, {{email}}, etc.
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