Create leads in Predictive Sales AI from new contacts in Wealthbox CRM
Seamlessly integrate your Wealthbox CRM with Predictive Sales AI by setting up this automation workflow. When you add a new contact in Wealthbox CRM, this workflow will instantly create a lead in Predictive Sales AI, ensuring your sales team always has the most up-to-date leads for further engagement. Boost efficiency and stay on top of all your potential clients with this easy-to-use, time-saving solution.
Seamlessly integrate your Wealthbox CRM with Predictive Sales AI by setting up this automation workflow. When you add a new contact in Wealthbox CRM, this workflow will instantly create a lead in Predictive Sales AI, ensuring your sales team always has the most up-to-date leads for further engagement. Boost efficiency and stay on top of all your potential clients with this easy-to-use, time-saving solution.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a lead and pushes the details within the communication portal.
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