Wealthbox CRM + Wodify Core
Create and update Wodify Core clients from new Wealthbox CRM contacts
Effortlessly maintain an organized client list by connecting your Wealthbox CRM to Wodify Core. This automation workflow ensures that when you add a new contact in Wealthbox CRM, it immediately updates or adds the client in Wodify Core. Stay on top of your growing clientele and save time from manual data entry.
Effortlessly maintain an organized client list by connecting your Wealthbox CRM to Wodify Core. This automation workflow ensures that when you add a new contact in Wealthbox CRM, it immediately updates or adds the client in Wodify Core. Stay on top of your growing clientele and save time from manual data entry.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add/Update Client
Adds or updates a client.
- 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.