Create tasks in Todoist for new Wealthbox CRM contacts
Effortlessly stay on top of your client relationships with this automation between Wealthbox CRM and Todoist. Whenever you add a new contact in Wealthbox CRM, a task will be created in Todoist, ensuring you never miss a follow-up or opportunity to connect. Maintain a seamless workflow and prioritize your tasks effectively with this efficient integration.
Effortlessly stay on top of your client relationships with this automation between Wealthbox CRM and Todoist. Whenever you add a new contact in Wealthbox CRM, a task will be created in Todoist, ensuring you never miss a follow-up or opportunity to connect. Maintain a seamless workflow and prioritize your tasks effectively with this efficient integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a new task.
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