Create Outplay prospects from new Wealthbox CRM contacts
Effortlessly manage your sales pipeline by connecting Wealthbox CRM and Outplay. With this workflow, whenever you add a new contact in Wealthbox CRM, their information will be saved as a prospect in Outplay. This seamless process helps you stay organized and ensures no valuable lead is overlooked, making lead nurturing and conversion even more efficient.
Effortlessly manage your sales pipeline by connecting Wealthbox CRM and Outplay. With this workflow, whenever you add a new contact in Wealthbox CRM, their information will be saved as a prospect in Outplay. This seamless process helps you stay organized and ensures no valuable lead is overlooked, making lead nurturing and conversion even more efficient.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Save Prospect
Create or Update Prospect and Adds to Sequence based on the provided Sequence Identifier
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