Redbooth + Wealthbox CRM
Create Redbooth tasks for new Wealthbox CRM contacts
Effortlessly manage your tasks and contacts with this efficient workflow. When you add a new contact in Wealthbox CRM, it automatically creates a task for you in Redbooth, streamlining your project management and ensuring you stay on top of your client relationships. Save time and stay organized with this seamless integration.
Effortlessly manage your tasks and contacts with this efficient workflow. When you add a new contact in Wealthbox CRM, it automatically creates a task for you in Redbooth, streamlining your project management and ensuring you stay on top of your client relationships. Save time and stay organized with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Triggers when a new task is created.
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About Redbooth
Redbooth is project management software for highly productive teams, including marketing departments, creative agencies, and more. Built for collaboration on complex projects, and optimized for doing great work.
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Project Management, ZohoAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
