Microsoft Outlook + Wealthbox CRM
Create tasks in Wealthbox CRM for new Microsoft Outlook calendar events
Keep your engagements organized and streamlined with this simple yet powerful workflow. When a new event is added in your Microsoft Outlook calendar, a corresponding task is immediately created in your Wealthbox CRM, allowing you to efficiently monitor your meetings and tasks in one place. It's a stress-free way to maintain and enhance your client relationships while boosting your productivity!
Keep your engagements organized and streamlined with this simple yet powerful workflow. When a new event is added in your Microsoft Outlook calendar, a corresponding task is immediately created in your Wealthbox CRM, allowing you to efficiently monitor your meetings and tasks in one place. It's a stress-free way to maintain and enhance your client relationships while boosting your productivity!
- When this happens...New Calendar Event
Triggers when a new event is created in your calendar.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
