Create Adversus Dialer leads from new Wealthbox CRM contacts
Effortlessly streamline your sales process with this automation that connects Wealthbox CRM and Adversus Dialer. Whenever a new contact is added in Wealthbox CRM, a lead will be created in the Adversus Dialer app, ensuring no new potential clients slip through the cracks. Stay organized, save time, and enhance your communication with leads by setting up this intuitive workflow.
Effortlessly streamline your sales process with this automation that connects Wealthbox CRM and Adversus Dialer. Whenever a new contact is added in Wealthbox CRM, a lead will be created in the Adversus Dialer app, ensuring no new potential clients slip through the cracks. Stay organized, save time, and enhance your communication with leads by setting up this intuitive workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a new lead with a specified pool and campaign.
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