Adversus Dialer + Wealthbox CRM

Update Adversus Dialer contacts when new contacts are added in Wealthbox CRM

Efficiently manage your leads with this workflow that connects Wealthbox CRM and Adversus Dialer. When a new contact is added in Wealthbox CRM, their information will be used to update the contact details in Adversus Dialer, ensuring a seamless integration between the two platforms. Save time on manual updates and streamline your lead management process with this handy automation.

Efficiently manage your leads with this workflow that connects Wealthbox CRM and Adversus Dialer. When a new contact is added in Wealthbox CRM, their information will be used to update the contact details in Adversus Dialer, ensuring a seamless integration between the two platforms. Save time on manual updates and streamline your lead management process with this handy automation.

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

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Adversus DialerAdversus Dialer
    Update Contact

    Updates an existing contact.

    ActionWrite
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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)

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