Create proposals in Better Proposals for new contacts in Wealthbox CRM
Easily streamline your sales process by integrating Wealthbox CRM and Better Proposals. This workflow is designed to create a new proposal in Better Proposals whenever a new contact is added to Wealthbox CRM. Save time and effort by automating the proposal creation process, allowing you to focus on winning more business.
Easily streamline your sales process by integrating Wealthbox CRM and Better Proposals. This workflow is designed to create a new proposal in Better Proposals whenever a new contact is added to Wealthbox CRM. Save time and effort by automating the proposal creation process, allowing you to focus on winning more business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create a Proposal
Creates a new proposal.
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