Create new Quotient leads from new Wealthbox CRM contacts
Effortlessly manage your leads by connecting Wealthbox CRM to Quotient. When you add a new contact in Wealthbox CRM, this workflow will create a lead in Quotient, ensuring that your sales pipeline stays updated and organized. Save time and maintain consistency across your platforms with this seamless automation.
Effortlessly manage your leads by connecting Wealthbox CRM to Quotient. When you add a new contact in Wealthbox CRM, this workflow will create a lead in Quotient, ensuring that your sales pipeline stays updated and organized. Save time and maintain consistency across your platforms with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a new Lead.
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