Create or update LeadSquared leads when new Wealthbox CRM contacts are added
Effortlessly manage your leads between Wealthbox CRM and LeadSquared with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, the process will create or update a lead in LeadSquared, keeping your data up-to-date across both platforms. This automation helps you save time and ensure consistent lead information, allowing you to focus on nurturing your prospects.
Effortlessly manage your leads between Wealthbox CRM and LeadSquared with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, the process will create or update a lead in LeadSquared, keeping your data up-to-date across both platforms. This automation helps you save time and ensure consistent lead information, allowing you to focus on nurturing your prospects.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Lead
Create a new lead or update an existing contact based on email address.
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