Paymo + Wealthbox CRM
Create new Paymo clients from Wealthbox CRM contacts
Effortlessly maintain your client records in both Wealthbox CRM and Paymo with this streamlined workflow. Whenever you add a new contact in Wealthbox CRM, this automation creates a new client in the Paymo app. Enjoy seamless client management across platforms and save valuable time for your core business tasks.
Effortlessly maintain your client records in both Wealthbox CRM and Paymo with this streamlined workflow. Whenever you add a new contact in Wealthbox CRM, this automation creates a new client in the Paymo app. Enjoy seamless client management across platforms and save valuable time for your core business tasks.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client.
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About Paymo
Simple online project management application that bundles task management, time tracking and invoicing
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Project ManagementAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
