Create new ClickUp checklists from new Wealthbox CRM contacts
Easily streamline your client onboarding process with this automation that connects Wealthbox CRM and ClickUp. Whenever you add a new contact in Wealthbox CRM, a corresponding checklist will be created in ClickUp. This ensures that all necessary tasks are organized and ready for your team to tackle, helping you provide a seamless experience for your new clients.
Easily streamline your client onboarding process with this automation that connects Wealthbox CRM and ClickUp. Whenever you add a new contact in Wealthbox CRM, a corresponding checklist will be created in ClickUp. This ensures that all necessary tasks are organized and ready for your team to tackle, helping you provide a seamless experience for your new clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!New Checklist
Add a checklist to a task
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