Create new processes in Process Plan for new contacts in Wealthbox CRM
Efficiently manage your new contacts in Wealthbox CRM by initiating a process in Process Plan. With this automation, every time you add a new contact in Wealthbox CRM, a new process will begin in Process Plan, streamlining your communication and task management without any manual intervention. Stay organized and enhance productivity by integrating these powerful tools.
Efficiently manage your new contacts in Wealthbox CRM by initiating a process in Process Plan. With this automation, every time you add a new contact in Wealthbox CRM, a new process will begin in Process Plan, streamlining your communication and task management without any manual intervention. Stay organized and enhance productivity by integrating these powerful tools.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Start a New Process
Starts a new process instance and populates it's fields.
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