Create MarketSharp leads from new Wealthbox CRM contacts
Easily streamline your lead management process with this efficient workflow between Wealthbox CRM and MarketSharp. When a new contact is added in Wealthbox CRM, their information will be instantly submitted as a lead in MarketSharp. This seamless integration ensures you'll never miss out on a potential customer and saves you time by eliminating manual data entry.
Easily streamline your lead management process with this efficient workflow between Wealthbox CRM and MarketSharp. When a new contact is added in Wealthbox CRM, their information will be instantly submitted as a lead in MarketSharp. This seamless integration ensures you'll never miss out on a potential customer and saves you time by eliminating manual data entry.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Submit Lead
Submits a new Lead to your MarketSharp system. If the Lead already exists, then a new Inquiry is appended to the contact.
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