Streak + Wealthbox CRM
Create Wealthbox CRM notes for updated Streak contacts
Keep your CRM up to date and organized with this efficient workflow. When a contact is updated in Streak, it will automatically create a note in Wealthbox CRM, ensuring client information remains consistent across both platforms. Save time on manual data entry and stay on top of changes with this seamless integration.
Keep your CRM up to date and organized with this efficient workflow. When a contact is updated in Streak, it will automatically create a note in Wealthbox CRM, ensuring client information remains consistent across both platforms. Save time on manual data entry and stay on top of changes with this seamless integration.
- When this happens...Updated Contact
Triggered when a contact is updated.
- automatically do this!Create Note
Creates a new note.
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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.
