Bonsai + Wealthbox CRM
Create Bonsai clients from new Wealthbox CRM contacts
Create a seamless workflow between Wealthbox CRM and Bonsai with this automation. Whenever you add a new contact in Wealthbox CRM, this workflow will automatically add them as a client in Bonsai. Keep both systems updated and maintain client information effortlessly, so you can focus on growing your business.
Create a seamless workflow between Wealthbox CRM and Bonsai with this automation. Whenever you add a new contact in Wealthbox CRM, this workflow will automatically add them as a client in Bonsai. Keep both systems updated and maintain client information effortlessly, so you can focus on growing your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a client lead on Bonsai
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About Bonsai
Bonsai is the only tool you need to run your business. Manage your clients, deliver great work, get paid, and track your finances.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.