Create GorillaDesk leads from Wealthbox CRM new contacts
Efficiently manage your leads and grow your business by connecting Wealthbox CRM to GorillaDesk. With this workflow, whenever a new contact is added in Wealthbox CRM, it will simultaneously appear as a lead in GorillaDesk. This streamlined process saves you time and ensures all potential clients are effectively tracked and nurtured within GorillaDesk.
Efficiently manage your leads and grow your business by connecting Wealthbox CRM to GorillaDesk. With this workflow, whenever a new contact is added in Wealthbox CRM, it will simultaneously appear as a lead in GorillaDesk. This streamlined process saves you time and ensures all potential clients are effectively tracked and nurtured within GorillaDesk.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Lead
Adds a new lead to GorillaDesk.
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