Predictive Sales AI + Wealthbox CRM

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.

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

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Predictive Sales AIPredictive Sales AI
    Create Lead

    Creates a lead and pushes the details within the communication portal.

    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
predictive-sales-ai logo
predictive-sales-ai logo

About Predictive Sales AI

Predictive Sales AI is a lead generation and communication tool to help contractors generate more leads and sales.

Related categories

  • Marketing Automation

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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