FutureVault + Wealthbox CRM
Create vaults in FutureVault for new contacts in Wealthbox CRM
Keep your client accounts up to date effortlessly with this integration. Once it's active, this Zap will automatically create a vault from each new Wealthbox CRM contact automatically.
Keep your client accounts up to date effortlessly with this integration. Once it's active, this Zap will automatically create a vault from each new Wealthbox CRM contact automatically.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Vault
Creates a new vault
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About FutureVault
FutureVault is an industry leader of Digital Vault solutions built for modern firms, professionals, and their clients.
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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.
