Create opportunities in Wealthbox CRM from new Interact leads
Boost your sales process by seamlessly moving new leads from Interact to Wealthbox CRM. With this workflow, whenever you receive a new lead in Interact, an opportunity will be created in Wealthbox CRM, ensuring that your team can quickly engage with potential clients and stay organized. Streamline your lead management and never miss out on nurturing valuable contacts again.
Boost your sales process by seamlessly moving new leads from Interact to Wealthbox CRM. With this workflow, whenever you receive a new lead in Interact, an opportunity will be created in Wealthbox CRM, ensuring that your team can quickly engage with potential clients and stay organized. Streamline your lead management and never miss out on nurturing valuable contacts again.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Opportunity
Creates a new opportunity.
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