Create contact in Microsoft Outlook (shared at navitaswa.com) when new contact is created in Wealthbox CRM

“Anytime a new contact is created in Wealthbox CRM, create contact in Microsoft Outlook and create note in Wealthbox CRM.”

created by Stephen KInsley

How Zapier works (57 sec)

How Zapier works (57 sec)

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This Zap uses the following 2 apps

Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Wealthbox CRM + Microsoft Outlook

Check out all the other ways you can connect Wealthbox CRM and Microsoft Outlook.