Timesheet + Wealthbox CRM
Create projects in Timesheet for new Wealthbox CRM contacts
Effortlessly manage your client projects with this seamless automation. When you add a new contact in Wealthbox CRM, a project will be created for them in the Timesheet app. This workflow saves you time, ensuring that you can focus on building strong relationships and delivering top-notch services to your clients.
Effortlessly manage your client projects with this seamless automation. When you add a new contact in Wealthbox CRM, a project will be created for them in the Timesheet app. This workflow saves you time, ensuring that you can focus on building strong relationships and delivering top-notch services to your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Creates a new Project.
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About Timesheet
Timesheet is a mobile Time Tracker which allows you the recording of your working hours with a simple push of a button.
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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.
