Capture contact from Tidio, format data, and add to Wealthbox CRM
Capture contact from Tidio, format data, and add to Wealthbox CRM
Capture leads from Tidio chatbot interactions, format the data with Formatter by Zapier, and add them to Wealthbox CRM. This process ensures efficient management of contact information, enhancing your lead onboarding.
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Overview
Capture leads from Tidio chatbot interactions, format the data with Formatter by Zapier, and add them to Wealthbox CRM. This process ensures efficient management of contact information, enhancing your lead onboarding.