Create or update PersistIQ prospects from new Wealthbox CRM contacts
Easily keep your sales pipeline updated by connecting Wealthbox CRM and PersistIQ with this workflow. Whenever a new contact is added to Wealthbox CRM, it will create or update the prospect in PersistIQ, ensuring your sales team always has the most up-to-date information. Stay organized and streamline your lead management process with this efficient automation.
Easily keep your sales pipeline updated by connecting Wealthbox CRM and PersistIQ with this workflow. Whenever a new contact is added to Wealthbox CRM, it will create or update the prospect in PersistIQ, ensuring your sales team always has the most up-to-date information. Stay organized and streamline your lead management process with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Prospect
Creates or updates a prospect.
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