Create Wealthbox CRM tasks from new Zapier Chrome extension pushes
Maximize your productivity with this workflow linking the Zapier Chrome Extension and Wealthbox CRM. Each time a new push happens in the Chrome Extension, a task is instantly created in Wealthbox CRM. This seamless automation saves time and ensures timely follow-up for every update. Ideal for sales and business professionals aiming to streamline their workflow and drive customer engagement.
Maximize your productivity with this workflow linking the Zapier Chrome Extension and Wealthbox CRM. Each time a new push happens in the Chrome Extension, a task is instantly created in Wealthbox CRM. This seamless automation saves time and ensures timely follow-up for every update. Ideal for sales and business professionals aiming to streamline their workflow and drive customer engagement.
- When this happens...New Push
When you trigger this Zap from the Zapier Chrome extension, by default it will include the website’s title, URL, timestamp, and who triggered the Zap. You can add additional Input Fields if you’d like to include more information.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps