Create proposals in Proposify for new Wealthbox CRM contacts
Effortlessly streamline your sales process with this Wealthbox CRM and Proposify automation. Whenever a new contact is added in Wealthbox CRM, a proposal will be created in Proposify, ensuring a seamless flow from lead capture to proposal generation. Grow your business efficiently by reducing manual tasks and keeping your sales pipeline moving forward.
Effortlessly streamline your sales process with this Wealthbox CRM and Proposify automation. Whenever a new contact is added in Wealthbox CRM, a proposal will be created in Proposify, ensuring a seamless flow from lead capture to proposal generation. Grow your business efficiently by reducing manual tasks and keeping your sales pipeline moving forward.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Proposal
Creates a new proposal.
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