Harvest + Wealthbox CRM
Create Harvest projects from new Wealthbox CRM contacts
Effortlessly manage your client projects by connecting Wealthbox CRM and Harvest. With this workflow, each time you add a new contact in Wealthbox CRM, a project will be created in Harvest to help you stay organized and keep track of your clients' work. Save time and improve efficiency by streamlining your project management process.
Effortlessly manage your client projects by connecting Wealthbox CRM and Harvest. With this workflow, each time you add a new contact in Wealthbox CRM, a project will be created in Harvest to help you stay organized and keep track of your clients' work. Save time and improve efficiency by streamlining your project management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Creates a Project
- Free forever for core features
- 14 day trial for premium features & apps
About Harvest
Simple time tracking software and powerful reporting that helps your team thrive.
Related categories
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
