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Wealthbox CRM + Wufoo Integrations

How to connect Wealthbox CRM + Wufoo

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Supported triggers and actions

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How Wealthbox CRM + Wufoo Integrations Work

  1. Step 1: Authenticate Wealthbox CRM and Wufoo.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Wufoo Tutorials

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn More

Related categories

  • CRM (Customer Relationship Management)
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About Wufoo

Wufoo is an easy way to create and manage HTML forms.
Learn More

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