Create Wealthbox CRM opportunities from new Unbounce form submissions
Increase your chances of closing deals by instantly adding new Unbounce form submissions to Wealthbox CRM as opportunities. With this workflow, every time a visitor submits a form on your Unbounce landing page, an opportunity will be created in Wealthbox CRM, allowing your team to quickly follow up and nurture leads. Save time and boost your sales process with seamless lead tracking and management.
Increase your chances of closing deals by instantly adding new Unbounce form submissions to Wealthbox CRM as opportunities. With this workflow, every time a visitor submits a form on your Unbounce landing page, an opportunity will be created in Wealthbox CRM, allowing your team to quickly follow up and nurture leads. Save time and boost your sales process with seamless lead tracking and management.
- When this happens...New Form Submission
Triggers when a new Form Submission is received on a Landing Page, Overlay or Sticky Bar.
- automatically do this!Create Opportunity
Creates a new opportunity.
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