Wealthbox CRM + DocuSign Integrations
How to connect Wealthbox CRM + DocuSign
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How Wealthbox CRM + DocuSign Integrations Work
- Step 1: Authenticate Wealthbox CRM and DocuSign.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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About DocuSign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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