Constant Contact + Wealthbox CRM
Create opportunities in Wealthbox CRM for every new contact in Constant Contact
When a new contact is added in Constant Contact, this workflow immediately generates an opportunity in Wealthbox CRM. It simplifies your task, reducing time and effort, by carrying over contact details to populate the new opportunity. It's the perfect solution for ensuring no prospective business opportunities are missed, enhancing your client relationship management efforts.
When a new contact is added in Constant Contact, this workflow immediately generates an opportunity in Wealthbox CRM. It simplifies your task, reducing time and effort, by carrying over contact details to populate the new opportunity. It's the perfect solution for ensuring no prospective business opportunities are missed, enhancing your client relationship management efforts.
- When this happens...New Contact
Triggers when a new contact is added to your account.
- automatically do this!Create Opportunity
Creates a new opportunity.
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- 14 day trial for premium features & apps
New Contact
Triggers when a new contact is added to your account.
Try ItNew List
Triggers when a new list is added.
Try ItContact IDRequired
ListRequired
Contact IDRequired
ListRequired
CampaignRequired
Campaign ActivityRequired
Try ItNew Unsubscriber
Triggers when a contact Unsubscribes (Email Unsubscribed).
Try ItCreate SourceRequired
EmailRequired
List
First Name
Middle Name
Last Name
Job Title
Company Name
Max 2 Phone Numbers
Home Phone
Work Phone
Cell Phone
Other - Phone Number
SMS Terms & Conditions
SMS Phone Number
SMS Consent Type
Anniversary
Birthday Month
Birthday Day
Address Requirements
Address Type
Street Address
City
State
Zip or Postal Code
Country
Tags
Contact IDRequired
TagsRequired
