TalentLMS + Wealthbox CRM
Create new TalentLMS users from new Wealthbox CRM contacts
Easily manage your contacts and new users with this efficient automation. When a new contact is added to Wealthbox CRM, it will also create a new user in TalentLMS. This workflow saves time and ensures consistent information across both platforms, helping you stay organized and focused on your core tasks.
Easily manage your contacts and new users with this efficient automation. When a new contact is added to Wealthbox CRM, it will also create a new user in TalentLMS. This workflow saves time and ensures consistent information across both platforms, helping you stay organized and focused on your core tasks.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!New User
Create a new TalentLMS user.
- Free forever for core features
- 14 day trial for premium features & apps
About TalentLMS
A super-easy, cloud-based learning platform that helps growing organizations build courses to train their people and customers
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Online CoursesAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
