monday.com + Wealthbox CRM
Create items in monday.com for new contacts in Wealthbox CRM
Effortlessly manage your Wealthbox CRM contacts by adding them as items on your monday.com boards. With this workflow, every time a new contact is added in Wealthbox CRM, an item will be created in monday.com, helping you to track and organize your contacts with ease. Streamline your process and save time with this automation.
Effortlessly manage your Wealthbox CRM contacts by adding them as items on your monday.com boards. With this workflow, every time a new contact is added in Wealthbox CRM, an item will be created in monday.com, helping you to track and organize your contacts with ease. Streamline your process and save time with this automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Item
Create a new Item in a board
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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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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.
