Wealthbox CRM + Formstack Integrations
How to connect Wealthbox CRM + Formstack
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How Wealthbox CRM + Formstack Integrations Work
- Step 1: Authenticate Wealthbox CRM and Formstack.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 Formstack
Formstack is one of the easiest ways to build custom forms that let you collect data your way.
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