One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM

Andy Mardock

Anytime a new starred email is created in Gmail, create contact in Wealthbox CRM.

Starred Gmail to Create WB Contact

“Anytime a new starred email is created in Gmail, create contact in Wealthbox CRM.”

Trusted at companies large and small

This Zap works in 2 steps …

Anytime a new starred email is created in Gmail

Create contact in Wealthbox CRM

This Zap uses the following 2 apps

Gmail

Wealthbox CRM

Gmail + Wealthbox CRM