involve.me + Wealthbox CRM
Create Wealthbox CRM notes from new involve.me completed submissions
Effortlessly track your involve.me completed submissions in Wealthbox CRM by setting up this automation. Every time a new submission is completed in involve.me, this workflow will create a note in Wealthbox CRM, ensuring your customer data stays up-to-date and organized. Say goodbye to manual data entry and save time with this seamless integration.
Effortlessly track your involve.me completed submissions in Wealthbox CRM by setting up this automation. Every time a new submission is completed in involve.me, this workflow will create a note in Wealthbox CRM, ensuring your customer data stays up-to-date and organized. Say goodbye to manual data entry and save time with this seamless integration.
- When this happens...
- automatically do this!Create Note
Creates a new note.
- 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.
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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.