monday.com + Wealthbox CRM
Start new tasks in Wealthbox CRM and create corresponding items in monday.com
Keep your project management on point by combining Wealthbox CRM and monday.com. Whenever a new task is added in Wealthbox CRM, this workflow ensures it also appears as an item in monday.com. Maintain organization across multiple platforms effortlessly, reducing chances of missed tasks and enhancing productive work management.
Keep your project management on point by combining Wealthbox CRM and monday.com. Whenever a new task is added in Wealthbox CRM, this workflow ensures it also appears as an item in monday.com. Maintain organization across multiple platforms effortlessly, reducing chances of missed tasks and enhancing productive work management.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Create Item
Create a new Item in a board
- Free forever for core features
- 14 day trial for premium features & apps
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.
