Process Street + Wealthbox CRM
Create Process Street workflows for new Wealthbox CRM contacts
Efficiently manage your new contacts in Wealthbox CRM by setting up this seamless workflow. When you add a new contact in Wealthbox CRM, it will trigger a pre-defined workflow in Process Street, ensuring that your team follows a consistent process to handle and nurture new leads. Save time and boost your team's productivity with this powerful automation.
Efficiently manage your new contacts in Wealthbox CRM by setting up this seamless workflow. When you add a new contact in Wealthbox CRM, it will trigger a pre-defined workflow in Process Street, ensuring that your team follows a consistent process to handle and nurture new leads. Save time and boost your team's productivity with this powerful automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Run Workflow
Runs a workflow.
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