Adversus Dialer + Wealthbox CRM

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.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Adversus DialerAdversus Dialer
    Create Lead

    Creates a new lead with a specified pool and campaign.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
adversus-dialer logo
adversus-dialer logo

About Adversus Dialer

A web-based auto dialer solution used by professionals to streamline outbound outreach by phone.
Learn more

Related categories

  • Phone & SMS
wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier