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Articles that mention "Wealthbox CRM"

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Customer stories

Financial Planners Save $200 Every Week with Zapier

How much is your time worth? Here's a thought experiment: If you offered out your services—maybe that's editing, support, sales, engineering—at an hourly rate, what would you charge?

By Joey Blanco

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3 min read

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'