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.
- 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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