Streak + Wealthbox CRM
Create Wealthbox CRM tasks for updated Streak contacts
Keep your Wealthbox CRM tasks up to date with this streamlined Streak workflow. When a contact is updated in Streak, a new task will be created in Wealthbox CRM, ensuring that your valuable contacts are accurately reflected in your CRM. This automation makes it easy to stay organized and track critical updates for your business relationships.
Keep your Wealthbox CRM tasks up to date with this streamlined Streak workflow. When a contact is updated in Streak, a new task will be created in Wealthbox CRM, ensuring that your valuable contacts are accurately reflected in your CRM. This automation makes it easy to stay organized and track critical updates for your business relationships.
- When this happens...Updated Contact
Triggered when a contact is updated.
- automatically do this!Create Task
Creates a new task.
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About Streak
Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
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CRM (Customer Relationship Management)About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
