Create new Wealthbox CRM opportunities from new Jotform submissions
"Streamline your sales process with this workflow. When a new submission is received in Jotform, it immediately creates an opportunity within Wealthbox CRM. This means your team can start engaging potential leads right away, save time on data entry and keep your sales operations running smoothly."
"Streamline your sales process with this workflow. When a new submission is received in Jotform, it immediately creates an opportunity within Wealthbox CRM. This means your team can start engaging potential leads right away, save time on data entry and keep your sales operations running smoothly."
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Opportunity
Creates a new opportunity.
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