Redtail CRM + Wealthbox CRM

Create Wealthbox CRM tasks for new Redtail CRM activities

Effortlessly stay organized and on top of your tasks with this Redtail CRM to Wealthbox CRM workflow. Whenever a new activity is created in Redtail CRM, a task will be generated in Wealthbox CRM, ensuring all your important actions are consolidated in one place. This seamless automation saves time and keeps your CRM tasks up-to-date.

Effortlessly stay organized and on top of your tasks with this Redtail CRM to Wealthbox CRM workflow. Whenever a new activity is created in Redtail CRM, a task will be generated in Wealthbox CRM, ensuring all your important actions are consolidated in one place. This seamless automation saves time and keeps your CRM tasks up-to-date.

  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
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

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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