Fathom + Wealthbox CRM

Create tasks in Wealthbox CRM for every new action item in Fathom

Enhance your productivity with this streamlined workflow between Fathom and Wealthbox CRM. Whenever a new action item is flagged in Fathom, a corresponding task is instantly created in Wealthbox CRM. This smooth automation eliminates the need for manual data transfer, enabling you to focus on the tasks that truly need your attention. Stay organized and efficient by integrating these powerful tools in your daily operations.

Enhance your productivity with this streamlined workflow between Fathom and Wealthbox CRM. Whenever a new action item is flagged in Fathom, a corresponding task is instantly created in Wealthbox CRM. This smooth automation eliminates the need for manual data transfer, enabling you to focus on the tasks that truly need your attention. Stay organized and efficient by integrating these powerful tools in your daily 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 Task

    Creates a new task.

    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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