Signpost + Wealthbox CRM

Create or update Signpost contacts for new Wealthbox CRM contacts

Effortlessly keep your contacts in sync between Wealthbox CRM and Signpost by leveraging this streamlined workflow. When a new contact is added in Wealthbox CRM, this automation instantly creates or updates the corresponding contact in Signpost, ensuring your sales and marketing teams have access to the most up-to-date information. Save time and boost efficiency with seamless contact management across both platforms.

Effortlessly keep your contacts in sync between Wealthbox CRM and Signpost by leveraging this streamlined workflow. When a new contact is added in Wealthbox CRM, this automation instantly creates or updates the corresponding contact in Signpost, ensuring your sales and marketing teams have access to the most up-to-date information. Save time and boost efficiency with seamless contact management across both platforms.

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

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    SignpostSignpost
    Create or Update Contact

    Creates a Contact, or updates the Contact if it already exists.

    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
signpost logo
signpost logo

About Signpost

Signpost is a complete and automated solution to get more and better reviews, win new customers, and increase repeat business.

Related categories

  • Marketing
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)

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