Create SalesRabbit leads from new Wealthbox CRM contacts
Effortlessly streamline your lead management process with this workflow that connects Wealthbox CRM to SalesRabbit. When a new contact is added in Wealthbox CRM, a lead will be created in SalesRabbit, ensuring your sales team has instant access to the latest prospects. Keep your contacts organized and your sales team informed with this seamless automation.
Effortlessly streamline your lead management process with this workflow that connects Wealthbox CRM to SalesRabbit. When a new contact is added in Wealthbox CRM, a lead will be created in SalesRabbit, ensuring your sales team has instant access to the latest prospects. Keep your contacts organized and your sales team informed with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a lead.
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