Create Wealthbox CRM notes for new Interact leads
Effortlessly manage your new leads from Interact by creating notes in Wealthbox CRM with this easy workflow. With every new lead in Interact, a note will be generated in Wealthbox CRM, making it simpler for you to stay organized and keep track of all interactions. Stay on top of your game by ensuring all important information is captured and accessible in your CRM.
Effortlessly manage your new leads from Interact by creating notes in Wealthbox CRM with this easy workflow. With every new lead in Interact, a note will be generated in Wealthbox CRM, making it simpler for you to stay organized and keep track of all interactions. Stay on top of your game by ensuring all important information is captured and accessible in your CRM.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Note
Creates a new note.
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