Create new Nutshell leads from Wealthbox CRM contacts
Effortlessly streamline your sales process with this automation workflow that connects Wealthbox CRM and Nutshell. When a new contact is added in Wealthbox CRM, a lead will be created in Nutshell, ensuring your sales team can efficiently manage and track potential clients. Stay organized and save time by seamlessly integrating your CRM tools.
Effortlessly streamline your sales process with this automation workflow that connects Wealthbox CRM and Nutshell. When a new contact is added in Wealthbox CRM, a lead will be created in Nutshell, ensuring your sales team can efficiently manage and track potential clients. Stay organized and save time by seamlessly integrating your CRM tools.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a new Lead.
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