Hnry + Wealthbox CRM
Create clients in Hnry from new contacts in Wealthbox CRM
Easily manage your client database by setting up this Wealthbox CRM to Hnry workflow. Whenever you add a new contact in Wealthbox CRM, it automatically creates a client in Hnry, ensuring a seamless flow of information between the two platforms. Save time and maintain accurate client records with this efficient automation.
Easily manage your client database by setting up this Wealthbox CRM to Hnry workflow. Whenever you add a new contact in Wealthbox CRM, it automatically creates a client in Hnry, ensuring a seamless flow of information between the two platforms. Save time and maintain accurate client records with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client.
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About Hnry
Hnry is a service for contractors, freelancers, sole traders, and self-employed individuals that takes away all the hassle of tax and compliance as well as providing you with the necessary tools to manage any additional financial admin.
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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.
