Popular Wealthbox CRM + AfterShip Workflows
When Event notification is created in AfterShip > Create Contact in Wealthbox CRM > Update Task in Wealthbox CRM
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Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!
See Wealthbox CRM IntegrationsAfterShip is a shipment tracking tool that allows you to track shipments from any online store. It's simple, fast, and reliable; making it an essential service for e-commerce businesses all over the world.
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