Create tasks in TickTick for new Wealthbox CRM contacts
Effortlessly manage your contacts and tasks using this efficient workflow. When a new contact is added in Wealthbox CRM, a task will be created in TickTick, ensuring you stay organized and on top of your follow-ups. Keep your focus on building strong relationships while this automation takes care of the task management for you.
Effortlessly manage your contacts and tasks using this efficient workflow. When a new contact is added in Wealthbox CRM, a task will be created in TickTick, ensuring you stay organized and on top of your follow-ups. Keep your focus on building strong relationships while this automation takes care of the task management for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Task
Adds a new task to a list.
- Free forever for core features
- 14 day trial for premium features & apps