Create Salesforce leads from new Wealthbox CRM contacts
Effortlessly keep your sales pipeline organized and up-to-date by automating the transfer of new contacts in Wealthbox CRM to Salesforce as leads. This workflow begins when a new contact is added in Wealthbox CRM and instantly creates a lead in Salesforce, ensuring a seamless integration between both platforms and helping your sales team stay on track.
Effortlessly keep your sales pipeline organized and up-to-date by automating the transfer of new contacts in Wealthbox CRM to Salesforce as leads. This workflow begins when a new contact is added in Wealthbox CRM and instantly creates a lead in Salesforce, ensuring a seamless integration between both platforms and helping your sales team stay on track.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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