Create new Wealthbox CRM contacts when leads fill an optin form in Kartra
Easily track your new leads from Kartra in Wealthbox CRM with this convenient workflow. Whenever a lead fills out an optin form on Kartra, it will directly create a contact in your Wealthbox CRM, saving you time on manual data entry. This seamless way of managing your contacts ensures you never miss out on a potential business opportunity again.
Easily track your new leads from Kartra in Wealthbox CRM with this convenient workflow. Whenever a lead fills out an optin form on Kartra, it will directly create a contact in your Wealthbox CRM, saving you time on manual data entry. This seamless way of managing your contacts ensures you never miss out on a potential business opportunity again.
- When this happens...Lead Fills an Optin Form
Triggers when a lead fills in an optin form.
- automatically do this!Create Contact
Creates a new contact.
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