Create Saleshandy prospects from new Wealthbox CRM contacts
Effortlessly stay on top of your sales game with this automation between Wealthbox CRM and Saleshandy. Once a new contact is added in Wealthbox CRM, this workflow will create a prospect in Saleshandy, ensuring your sales team always has the latest information to work with. Save time on manual data entry and focus on building meaningful relationships with your prospects.
Effortlessly stay on top of your sales game with this automation between Wealthbox CRM and Saleshandy. Once a new contact is added in Wealthbox CRM, this workflow will create a prospect in Saleshandy, ensuring your sales team always has the latest information to work with. Save time on manual data entry and focus on building meaningful relationships with your prospects.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Prospect/Add Prospect to Sequence
create prospects in saleshandy
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