Nteraction + Wealthbox CRM
Add new Wealthbox CRM contacts to Nteraction as contacts
Effortlessly manage your contacts across platforms with this convenient workflow. When you add a new contact in Wealthbox CRM, the process will create a corresponding contact in NterAction in real-time. Keep your databases up-to-date and ensure you never let valuable connections slip through the cracks with this seamless integration.
Effortlessly manage your contacts across platforms with this convenient workflow. When you add a new contact in Wealthbox CRM, the process will create a corresponding contact in NterAction in real-time. Keep your databases up-to-date and ensure you never let valuable connections slip through the cracks with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a Contact.
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About Nteraction
Nteraction is a communication tool delivering web-based, cookie-free, personalized playlists of content to your customers and staff.
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About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
