Steady + Wealthbox CRM

Create Steady activities for new Wealthbox CRM contacts

Effortlessly keep track of your new contacts in Wealthbox CRM by recording their activities in Steady with this seamless workflow. When you add a new contact in Wealthbox CRM, their information will be registered as an activity in Steady, making it easy to monitor and manage your growing network. Stay organized and up-to-date with the latest contact information without any extra work on your part.

Effortlessly keep track of your new contacts in Wealthbox CRM by recording their activities in Steady with this seamless workflow. When you add a new contact in Wealthbox CRM, their information will be registered as an activity in Steady, making it easy to monitor and manage your growing network. Stay organized and up-to-date with the latest contact information without any extra work on your part.

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

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    SteadySteady
    Record Activity

    Records an activity and adds it to the next check-in for a specific team member.

    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
steady-space logo
steady-space logo

About Steady

Steady is a team coordination app that distills human insight and hard data into tailored summaries that keep teams aligned & informed automatically.

Related categories

  • Productivity
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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