Fathom + Wealthbox CRM

Create new Wealthbox CRM notes for new action items in Fathom

Whenever a new action item pops up in your Fathom account, this workflow ensures a corresponding note gets created in your Wealthbox CRM. This automation helps you maintain data consistency across both apps, ensuring all crucial updates and action items are well-documented in your customer relations management system. Efficiently streamline data management tasks, leaving you more time to focus on your core business operations.

Whenever a new action item pops up in your Fathom account, this workflow ensures a corresponding note gets created in your Wealthbox CRM. This automation helps you maintain data consistency across both apps, ensuring all crucial updates and action items are well-documented in your customer relations management system. Efficiently streamline data management tasks, leaving you more time to focus on your core business operations.

  1. When this happens...
    FathomFathom
    New Action Item

    Triggers when there's a new action item from a meeting.

    TriggerInstant
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

fathom logo
fathom logo

About Fathom

Fathom combines an AI meeting assistant that improves the productivity of your team with a conversational intelligence platform.
Learn more

Related categories

  • AI Tools
  • Transcription
wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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