Add new Wealthbox CRM contacts to Kixie powerlists for organized outreach
Easily keep your sales pipeline up-to-date with this seamless workflow between Wealthbox CRM and Kixie. When a new contact is added in Wealthbox CRM, the contact will be added to a Powerlist in Kixie, ensuring your sales team stays organized and productive. No more manual data entry means you can focus on closing deals and nurturing relationships.
Easily keep your sales pipeline up-to-date with this seamless workflow between Wealthbox CRM and Kixie. When a new contact is added in Wealthbox CRM, the contact will be added to a Powerlist in Kixie, ensuring your sales team stays organized and productive. No more manual data entry means you can focus on closing deals and nurturing relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add to Powerlist
Adds a phone number to a Kixie Powerlist.
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