Add labels to Lead Updates and create new contacts in Wealthbox CRM
Improve your customer relationship management by integrating Lead Updates with Wealthbox CRM. As soon as a new label is added to a lead, a corresponding contact gets created in Wealthbox CRM. This efficient workflow keeps your customer database updated, ensuring every contact is categorized promptly and correctly. Keep tabs on your leads seamlessly, without the need for manual data entry.
Improve your customer relationship management by integrating Lead Updates with Wealthbox CRM. As soon as a new label is added to a lead, a corresponding contact gets created in Wealthbox CRM. This efficient workflow keeps your customer database updated, ensuring every contact is categorized promptly and correctly. Keep tabs on your leads seamlessly, without the need for manual data entry.
- When this happens...Add Label
Triggers when a new label is created.
- automatically do this!Create Contact
Creates a new contact.
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