Quickpage + Wealthbox CRM

Create Quickpage contacts from new Wealthbox CRM contacts

Effortlessly manage your contacts between Wealthbox CRM and Quickpage with this seamless workflow. Whenever a new contact is added to Wealthbox CRM, it will instantaneously create a contact in Quickpage, helping you keep both platforms up-to-date and aligned. Streamline your contact management and save valuable time with this efficient automation.

Effortlessly manage your contacts between Wealthbox CRM and Quickpage with this seamless workflow. Whenever a new contact is added to Wealthbox CRM, it will instantaneously create a contact in Quickpage, helping you keep both platforms up-to-date and aligned. Streamline your contact management and save valuable time with this efficient automation.

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

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    QuickpageQuickpage
    Create Contact

    Creates a new contact

    ActionWrite
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Supported triggers and actions

quickpage logo
quickpage logo

About Quickpage

Quickpage is a video follow-up tool that's increasing engagement by 200%. The quickest most effective closing tool used by sales reps and their clients.

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

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