Create Wealthbox note from email

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

created by Josh Elmore

How Zapier works (57 sec)

How Zapier works (57 sec)

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This Zap works in 3 steps …

1.5 minutes to set up
Get back 1.2 hrs /week
11 people use this app pairing

This Zap uses the following 2 apps

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

Microsoft Outlook + Wealthbox CRM

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