involve.me + Wealthbox CRM
Create Wealthbox CRM contacts from new involve.me completed submissions
Effortlessly manage your new contacts in Wealthbox CRM with this streamlined workflow. Whenever a new completed submission is received in involve.me, this automation will create a contact in Wealthbox CRM for you. Stay organized and keep your CRM updated without any manual input, making your contact management more efficient and effective.
Effortlessly manage your new contacts in Wealthbox CRM with this streamlined workflow. Whenever a new completed submission is received in involve.me, this automation will create a contact in Wealthbox CRM for you. Stay organized and keep your CRM updated without any manual input, making your contact management more efficient and effective.
- When this happens...
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
About involve.me
involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
Related categories
Similar apps
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.