Capsule CRM + Wealthbox CRM
Create Wealthbox CRM households for new or updated Capsule CRM contacts
Stay organized and efficient when updating your contacts with this Capsule CRM to Wealthbox CRM workflow. When a contact is added or updated in Capsule CRM, a household will be created in Wealthbox CRM, ensuring your records are always up-to-date. Easily manage your clients and their information with this seamless automation.
Stay organized and efficient when updating your contacts with this Capsule CRM to Wealthbox CRM workflow. When a contact is added or updated in Capsule CRM, a household will be created in Wealthbox CRM, ensuring your records are always up-to-date. Easily manage your clients and their information with this seamless automation.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Household
Creates a new household.
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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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.