Redtail CRM + Wealthbox CRM

Create Wealthbox CRM workflows from new Redtail CRM activities

Efficiently manage your client relationships with this seamless automation between Redtail CRM and Wealthbox CRM. When a new activity is created in Redtail CRM, this workflow instantly starts a corresponding workflow in Wealthbox CRM, ensuring that your tasks and processes are always in sync across both platforms. Stay organized and enhance your productivity with this time-saving integration.

Efficiently manage your client relationships with this seamless automation between Redtail CRM and Wealthbox CRM. When a new activity is created in Redtail CRM, this workflow instantly starts a corresponding workflow in Wealthbox CRM, ensuring that your tasks and processes are always in sync across both platforms. Stay organized and enhance your productivity with this time-saving integration.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

    ActionWrite
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Supported triggers and actions

redtailcrm logo
redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn more

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