Fathom + Wealthbox CRM
Create Wealthbox CRM tasks from new Fathom action items
Streamline your task management by automatically creating tasks in Wealthbox CRM when new action items pop up in Fathom. This workflow ensures no action item goes unattended, enhancing your efficiency and reducing manual data entry. Stay on top of your tasks by leveraging the power of integrated Fathom and Wealthbox CRM.
Streamline your task management by automatically creating tasks in Wealthbox CRM when new action items pop up in Fathom. This workflow ensures no action item goes unattended, enhancing your efficiency and reducing manual data entry. Stay on top of your tasks by leveraging the power of integrated Fathom and Wealthbox CRM.
- When this happens...New Action Item
Triggers when there's a new action item from a meeting.
- automatically do this!Create Task
Creates a new task.
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About Fathom
Fathom combines an AI meeting assistant that improves the productivity of your team with a conversational intelligence platform.
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About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
