Fieldnotes + Wealthbox CRM

Add new Wealthbox CRM contacts to Fieldnotes or update existing ones

Effortlessly keep your Wealthbox CRM and Fieldnotes contacts up-to-date with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, this automation will either update an existing contact or create a new one in Fieldnotes, ensuring that your contact information remains consistent and accurate across both platforms. Spend less time manually transferring data and more time focusing on building valuable relationships.

Effortlessly keep your Wealthbox CRM and Fieldnotes contacts up-to-date with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, this automation will either update an existing contact or create a new one in Fieldnotes, ensuring that your contact information remains consistent and accurate across both platforms. Spend less time manually transferring data and more time focusing on building valuable relationships.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    FieldnotesFieldnotes
    Update or Add Contact

    Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).

    ActionWrite
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Supported triggers and actions

  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
fieldnotes logo
fieldnotes logo

About Fieldnotes

Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.

Related categories

  • CRM (Customer Relationship Management)

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wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier