Cloze + Wealthbox CRM
Create or update Cloze people when new Wealthbox CRM contacts are added
Easily streamline the process of managing your new contacts in Wealthbox CRM and Cloze with this automation. Whenever a new contact is added in Wealthbox CRM, this workflow will create or update a person in Cloze accordingly. Save time and stay organized by ensuring your contact records are always up to date across both platforms.
Easily streamline the process of managing your new contacts in Wealthbox CRM and Cloze with this automation. Whenever a new contact is added in Wealthbox CRM, this workflow will create or update a person in Cloze accordingly. Save time and stay organized by ensuring your contact records are always up to date across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update a Person
Creates or updates a person.
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About Cloze
Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.
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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.