Receive new attachments from Gmail, upload to ShareFile, find or create contact in Wealthbox CRM, and create task
Receive new attachments from Gmail, upload to ShareFile, find or create contact in Wealthbox CRM, and create task
Save attachments from new Gmail submissions to ShareFile and create follow-up tasks in Wealthbox CRM. This process ensures efficient management of incoming files and tasks, enhancing your team's responsiveness and organization.
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Overview
Save attachments from new Gmail submissions to ShareFile and create follow-up tasks in Wealthbox CRM. This process ensures efficient management of incoming files and tasks, enhancing your team's responsiveness and organization.