LinkedIn + Wealthbox CRM Integrations
How to connect LinkedIn + Wealthbox CRM
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How LinkedIn + Wealthbox CRM Integrations Work
- Step 1: Authenticate LinkedIn and Wealthbox CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
LinkedIn Tutorials
About LinkedIn
LinkedIn is the world's largest social network for professionals. Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities.
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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.
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