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Start workflow in Wealthbox CRM when new event
“Anytime a new event is created in Wealthbox CRM, start workflow in Wealthbox CRM.”
created by
Nathan Barbakoff
How Zapier works (57 sec)
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Trusted at companies large and small
This Zap works in 2 steps …
Step 1 - Trigger
Anytime a new event is created in Wealthbox CRM
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Step 2 - Action
Start workflow in Wealthbox CRM
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1 minute to set up
Get back 1.2 hrs /week
25 people use this app pairing
This Zap uses the following app
Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Wealthbox CRM
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