Pushbullet + Wealthbox CRM
Create and send Pushbullet notes for new Wealthbox CRM contacts
Stay in the loop with your Wealthbox CRM contacts by sending a note to your Pushbullet app. When a new contact is added in Wealthbox CRM, this automation will instantly send a Pushbullet note, helping you stay informed and organized. No more manual checks or missed updates; let this workflow streamline your contact management.
Stay in the loop with your Wealthbox CRM contacts by sending a note to your Pushbullet app. When a new contact is added in Wealthbox CRM, this automation will instantly send a Pushbullet note, helping you stay informed and organized. No more manual checks or missed updates; let this workflow streamline your contact management.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send a Note
Send me a text notification.
- Free forever for core features
- 14 day trial for premium features & apps
About Pushbullet
Pushbullet makes it easy to push notifications to your smartphone and computer from the web. These notifications are smart too: if you receive a notification with a link, tapping on the notification will take you right to it!
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NotificationsAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
