Create Wealthbox CRM opportunities from new OptinMonster leads
Easily manage your new leads from OptinMonster by creating opportunities in Wealthbox CRM with this seamless workflow. When a new lead is generated in OptinMonster, an opportunity will be created in Wealthbox CRM, ensuring you never miss a potential client. Stay organized and efficient by integrating these two platforms to make your sales process smooth and effective.
Easily manage your new leads from OptinMonster by creating opportunities in Wealthbox CRM with this seamless workflow. When a new lead is generated in OptinMonster, an opportunity will be created in Wealthbox CRM, ensuring you never miss a potential client. Stay organized and efficient by integrating these two platforms to make your sales process smooth and effective.
- When this happens...New Lead
Triggers when a new lead is added to a campaign.
- automatically do this!Create Opportunity
Creates a new opportunity.
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