Create CheckFlow checklists for new Wealthbox CRM contacts
Effortlessly manage your client onboarding process with this Wealthbox CRM and CheckFlow automation. Whenever you add a new contact in Wealthbox CRM, a checklist is created in CheckFlow, helping you streamline your workflow and ensure that all essential tasks are completed. Keep your team organized and improve efficiency by connecting your CRM to your task management tool.
Effortlessly manage your client onboarding process with this Wealthbox CRM and CheckFlow automation. Whenever you add a new contact in Wealthbox CRM, a checklist is created in CheckFlow, helping you streamline your workflow and ensure that all essential tasks are completed. Keep your team organized and improve efficiency by connecting your CRM to your task management tool.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Checklist
Creates a new checklist.
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