Create new NextAgency leads from Wealthbox CRM contacts
Automate your lead management process by connecting Wealthbox CRM and NextAgency. With this workflow, every time a new contact is added in Wealthbox CRM, a lead is created in NextAgency, streamlining your sales process and ensuring no opportunities are missed. Stay organized and efficient by letting this automation do the work for you.
Automate your lead management process by connecting Wealthbox CRM and NextAgency. With this workflow, every time a new contact is added in Wealthbox CRM, a lead is created in NextAgency, streamlining your sales process and ensuring no opportunities are missed. Stay organized and efficient by letting this automation do the work for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
will create lead in NextAgency.
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