Add new Pipedrive leads to Wealthbox CRM as household members
Effortlessly manage your new leads from Pipedrive in Wealthbox CRM by setting up this workflow. Whenever you get a new lead in Pipedrive, it will automatically add them as a member to a household in Wealthbox CRM, streamlining your process and keeping your records up-to-date. Save time and ensure accurate data across platforms with this seamless integration.
Effortlessly manage your new leads from Pipedrive in Wealthbox CRM by setting up this workflow. Whenever you get a new lead in Pipedrive, it will automatically add them as a member to a household in Wealthbox CRM, streamlining your process and keeping your records up-to-date. Save time and ensure accurate data across platforms with this seamless integration.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!Add Member to Household
Adds a new family member to a household.
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