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Microsoft Exchange + Wealthbox CRM Integrations

How to connect Microsoft Exchange + Wealthbox CRM

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

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Supported triggers and actions

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How Microsoft Exchange + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate Microsoft Exchange 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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About Microsoft Exchange

Microsoft Exchange Server is a mail server and calendaring server developed by Microsoft.
Learn More

Related categories

  • Email
  • Microsoft

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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.
Learn More

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