Create new Rocketlane projects for every new Wealthbox CRM contact
Effortlessly streamline your client onboarding process with this workflow that connects Wealthbox CRM and Rocketlane. When a new contact is added in Wealthbox CRM, a project will be created in Rocketlane, saving you time and ensuring a smooth transition for your clients. Stay organized and enhance your customer experience with this seamless automation.
Effortlessly streamline your client onboarding process with this workflow that connects Wealthbox CRM and Rocketlane. When a new contact is added in Wealthbox CRM, a project will be created in Rocketlane, saving you time and ensuring a smooth transition for your clients. Stay organized and enhance your customer experience with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Creates a project.
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