Grain + Wealthbox CRM
Send new Grain recordings to Wealthbox CRM
Set up this Zap to automatically send Grain recordings to the notes section inside the contact of your Wealthbox CRM. Keep your data up to date without stopping for manual data entry chores.
Set up this Zap to automatically send Grain recordings to the notes section inside the contact of your Wealthbox CRM. Keep your data up to date without stopping for manual data entry chores.
- When this happens...Recording Added
Triggers when a recording matching the filter is added.
- automatically do this...Get Recording
Get a recording and optionally its transcript and notes by ID
- then do this!Create Note
Creates a new note.
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About Grain
Grain joins your calls to take notes, document the next steps, and file automated meeting notes in platforms like Slack, HubSpot, and more.
Related categories
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
