Create new Wealthbox CRM contacts from new Squarespace form submissions
Streamline your contact management process with this convenient workflow. When a new form is submitted on your Squarespace platform, a contact is created in Wealthbox CRM immediately, ensuring that all your leads are efficiently documented in one place. This productive automation helps you to stay organized while affording you more time to focus on building strong customer relationships.
Streamline your contact management process with this convenient workflow. When a new form is submitted on your Squarespace platform, a contact is created in Wealthbox CRM immediately, ensuring that all your leads are efficiently documented in one place. This productive automation helps you to stay organized while affording you more time to focus on building strong customer relationships.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Create Contact
Creates a new contact.
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