Create Wealthbox CRM contact for new SeaTable row
Also, it's one less thing for you to have to remember to do manually. Win-win!
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Wealthbox CRM & SeaTable with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
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 IntegrationsSeaTable is a simple web-based tool that helps you easily store and manage all your team's information, including images, documents, emails, checkboxes, drop-down lists, and more. It is as simple to use as Excel but with the power of a database
See SeaTable IntegrationsMost upvoted product of the month
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