New Microsoft Outlook Contact Creates a New Wealthbox CRM Contact

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

created by Stephen KInsley

How Zapier works (57 sec)

How Zapier works (57 sec)

Try this Zap FREE for 14 days

Trusted at companies large and small

This Zap works in 2 steps …

1 minute 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.