Create PersistIQ prospects for new Wealthbox CRM contacts
Effortlessly streamline your sales process with this automation between Wealthbox CRM and PersistIQ. When a new contact is added to Wealthbox CRM, this workflow will instantly create a prospect in PersistIQ, keeping your data organized and accessible. Save valuable time and maintain your focus on building strong client relationships.
Effortlessly streamline your sales process with this automation between Wealthbox CRM and PersistIQ. When a new contact is added to Wealthbox CRM, this workflow will instantly create a prospect in PersistIQ, keeping your data organized and accessible. Save valuable time and maintain your focus on building strong client relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Prospect
Creates a new prospect.
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