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OneNote + Wealthbox CRM Integrations

How to connect OneNote + Wealthbox CRM

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

When this happens...
OneNoteOneNote
New Note in Section

Triggers when a new note is created in a notebook/section.

automatically do this!
Wealthbox CRMWealthbox CRM
Add Member to Household

Adds a new family member to a household.

Supported triggers and actions

What does this mean?

How OneNote + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate OneNote + 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.
Connect apps

OneNote Tutorials

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About OneNote

Microsoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.
Learn More

Related categories

  • Microsoft
  • Notes

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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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