Wealthbox CRM + Wodify Core
Create and update Wodify Core leads when new Wealthbox CRM contacts are added
Effortlessly manage your leads by connecting Wealthbox CRM to Wodify Core. This automation transfers new contact information from Wealthbox CRM to Wodify Core, updating or adding leads as needed. Save time, eliminate manual data entry, and ensure your leads are always up-to-date with this seamless workflow.
Effortlessly manage your leads by connecting Wealthbox CRM to Wodify Core. This automation transfers new contact information from Wealthbox CRM to Wodify Core, updating or adding leads as needed. Save time, eliminate manual data entry, and ensure your leads are always up-to-date with this seamless workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add/Update Lead
Adds or updates a lead.
- Free forever for core features
- 14 day trial for premium features & apps
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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Wodify Core
Wodify Core software helps athletes track performance while allowing box owners to manage memberships, sell gear, and build community in their affiliate box.