ConvergeHub + Wealthbox CRM
Create ConvergeHub module entries for new Wealthbox CRM contacts
Effortlessly manage your client information by connecting Wealthbox CRM with ConvergeHub. With this workflow, every time a new contact is added in Wealthbox CRM, an entry will be created in ConvergeHub, streamlining your client communication and recordkeeping. Stay organized and save time with this seamless integration.
Effortlessly manage your client information by connecting Wealthbox CRM with ConvergeHub. With this workflow, every time a new contact is added in Wealthbox CRM, an entry will be created in ConvergeHub, streamlining your client communication and recordkeeping. Stay organized and save time with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Module Entry
Create a new entry in the module
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About ConvergeHub
ConvergeHub is a new-age converged CRM software that functions as a comprehensive Business Management solution. It manages Sales, Marketing, Support and Billing from within its full-featured and easy-to-use platform. It is ideally suited for fast-growing small to medium businesses, in need for a single broad application rather than multiple standalone systems.
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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.