Qwilr + Wealthbox CRM
Create Qwilr projects for new Wealthbox CRM contacts
Effortlessly manage your client projects by connecting Wealthbox CRM to Qwilr. With this workflow, every time you add a new contact in Wealthbox CRM, a project will be created in Qwilr automatically. Streamline your project management and maintain a seamless client experience by keeping your customer data up-to-date across both platforms.
Effortlessly manage your client projects by connecting Wealthbox CRM to Qwilr. With this workflow, every time you add a new contact in Wealthbox CRM, a project will be created in Qwilr automatically. Streamline your project management and maintain a seamless client experience by keeping your customer data up-to-date across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Creates a new project.
- Free forever for core features
- 14 day trial for premium features & apps
About Qwilr
Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.
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Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
