Create new Wealthbox CRM contacts for new PreciseFP clients and prospects
When this happensStep 1: New Client/Prospect
Then do thisStep 2: Create Contact
Leverage Zapier to add new PreciseFP clients and prospects to your Wealthbox CRM without wasting time. This integration will automatically create a new Wealthbox CRM contact when a new client or prospect is created in PreciseFP.
How this PreciseFP-Wealthbox CRM integration works.
- New client/prospect is created in PreciseFP
- Zapier creates a new contact in Wealthbox CRM
- Wealthbox CRM