GigaBook + Wealthbox CRM
Create new GigaBook clients from new Wealthbox CRM contacts
Effortlessly add new clients to your GigaBook account with this seamless automation. Whenever a new contact is created in Wealthbox CRM, this workflow will create a client in GigaBook, ensuring that your client list stays organized and up-to-date. Save time and maintain accuracy by eliminating manual data entry between the two platforms.
Effortlessly add new clients to your GigaBook account with this seamless automation. Whenever a new contact is created in Wealthbox CRM, this workflow will create a client in GigaBook, ensuring that your client list stays organized and up-to-date. Save time and maintain accuracy by eliminating manual data entry between the two platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
About GigaBook
GigaBook is a cloud-based appointment booking platform designed to help businesses take appointments online.
Related categories
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
