Create new IRIS CRM leads from new Wealthbox CRM contacts
Effortlessly manage your contacts and leads with this seamless automation between Wealthbox CRM and IRIS CRM. When a new contact is added in Wealthbox CRM, this workflow instantly creates a new lead in IRIS CRM, ensuring your sales team stays updated and no potential customer slips through the cracks. Maintain an organized and efficient process while saving time and ultimately, growing your business.
Effortlessly manage your contacts and leads with this seamless automation between Wealthbox CRM and IRIS CRM. When a new contact is added in Wealthbox CRM, this workflow instantly creates a new lead in IRIS CRM, ensuring your sales team stays updated and no potential customer slips through the cracks. Maintain an organized and efficient process while saving time and ultimately, growing your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create New Lead
Create a new lead.
- Free forever for core features
- 14 day trial for premium features & apps