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TimeHero + Wealthbox CRM Integrations

How to connect TimeHero + Wealthbox CRM

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Supported triggers and actions

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How TimeHero + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate TimeHero and Wealthbox CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About TimeHero

TimeHero automates project planning, completion, and reporting. Get peace of mind that everything is on track and taken care of.

Related categories

  • Project Management
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About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn More

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