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.
- When this happens...New Action Item
Triggers when there's a new action item from a meeting.
- automatically do this!Create Note
Creates a new note.
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