When Request is completed in Content Snare > Create Contact in Wealthbox CRM > Create Task in Wealthbox CRMContent Snare + Wealthbox CRM IntegrationActivate
When Request is completed in Content Snare > Create Contact in Wealthbox CRM > Update Task in Wealthbox CRMContent Snare + Wealthbox CRM IntegrationActivate
When Request is completed in Content Snare > Update Contact in Wealthbox CRM > Create Task in Wealthbox CRMContent Snare + Wealthbox CRM IntegrationActivate
When Request is completed in Content Snare > Update Contact in Wealthbox CRM > Update Task in Wealthbox CRMContent Snare + Wealthbox CRM IntegrationActivate
When Request is completed in Content Snare > Search contact by email in Wealthbox CRM > Check condition > (If found) > Create Opportunity in Wealthbox CRM > (Else) > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRMContent Snare + Wealthbox CRM IntegrationActivate
When Request is completed in Content Snare > Search contact by email in Wealthbox CRM > Check condition > (If found) > Create Opportunity in Wealthbox CRM > (Else) > Create Contact in Wealthbox CRM > Update Opportunity in Wealthbox CRMContent Snare + Wealthbox CRM IntegrationActivate