Filepass + Wealthbox CRM
Create new Filepass projects for Wealthbox CRM contacts
Easily manage new client projects with this automation. When you add a new contact in Wealthbox CRM, it will create a new project in Filepass, ensuring that your client's information is organized and readily available for collaboration. Keep your team on track and streamline your project management process, with this seamless workflow.
Easily manage new client projects with this automation. When you add a new contact in Wealthbox CRM, it will create a new project in Filepass, ensuring that your client's information is organized and readily available for collaboration. Keep your team on track and streamline your project management process, with this seamless workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!New Project
Create a new project.
- Free forever for core features
- 14 day trial for premium features & apps
About Filepass
Filepass is file sharing built for the audio industry.
Related categories
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
