Create new Gorilla CRM leads from Wealthbox CRM contacts
Efficiently manage your leads with this seamless workflow between Wealthbox CRM and Gorilla CRM. When a new contact is added to Wealthbox CRM, this automation will simultaneously create a new lead in Gorilla CRM. Save time and energy by eliminating manual data entry, while ensuring your entire team stays informed about potential prospects in real-time.
Efficiently manage your leads with this seamless workflow between Wealthbox CRM and Gorilla CRM. When a new contact is added to Wealthbox CRM, this automation will simultaneously create a new lead in Gorilla CRM. Save time and energy by eliminating manual data entry, while ensuring your entire team stays informed about potential prospects in real-time.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add New Lead
Creates a new lead in CRM
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