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Create a new financial planning task list in Google Drive from Wealthbox CRM workflow completion

Create a new financial planning task list in Google Drive from Wealthbox CRM workflow completion

Create a new financial planning task list in your designated Google Drive folder when a workflow step is completed in Wealthbox CRM. This boosts your productivity by ensuring you have the right tasks ready for each client.

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Overview

Create a new financial planning task list in your designated Google Drive folder when a workflow step is completed in Wealthbox CRM. This boosts your productivity by ensuring you have the right tasks ready for each client.

Create a new financial planning task list in Google Drive from Wealthbox CRM workflow completion

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