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Hugo + Wealthbox CRM Integrations

How to connect Hugo + Wealthbox CRM

Zapier lets you send info between Hugo and Wealthbox CRM automatically—no code required.

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Supported triggers and actions

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How Hugo + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate Hugo and Wealthbox CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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hugo logo
hugo logo

About Hugo

Hugo is a centralized, searchable meeting notes app that connects with your calendar, team and 20+ of your favorite tools.

Related categories

  • Notes
wealthbox logo
wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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