Kommo + Wealthbox CRM
Create notes in Wealthbox CRM for new contacts in Kommo
Easily manage your contacts and stay organized with this efficient workflow between Kommo and Wealthbox CRM. When you add a new contact in Kommo, a note will be created in Wealthbox CRM, ensuring that all relevant information is effortlessly documented. Enhance your customer relationship management process with this seamless automation.
Easily manage your contacts and stay organized with this efficient workflow between Kommo and Wealthbox CRM. When you add a new contact in Kommo, a note will be created in Wealthbox CRM, ensuring that all relevant information is effortlessly documented. Enhance your customer relationship management process with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Note
Creates a new note.
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About Kommo
Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
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CRM (Customer Relationship Management)About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
