Create leads in Realty Executives Prime Agent from new contacts in Wealthbox CRM
Easily manage your real estate leads with this seamless workflow between Wealthbox CRM and Realty Executives Prime Agent. When a new contact is added in Wealthbox CRM, a lead will be created in Realty Executives Prime Agent, helping you stay organized and focused on closing deals. This efficient automation saves time and ensures that you can focus on building relationships with prospective clients.
Easily manage your real estate leads with this seamless workflow between Wealthbox CRM and Realty Executives Prime Agent. When a new contact is added in Wealthbox CRM, a lead will be created in Realty Executives Prime Agent, helping you stay organized and focused on closing deals. This efficient automation saves time and ensures that you can focus on building relationships with prospective clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a lead in Prime Agent.
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