Popular Wealthbox CRM + Square Workflows
Create Wealthbox CRM opportunity for new Square customer
Create Square customer for new Wealthbox CRM contact
Create Square event for new Wealthbox CRM contact
When Customer is created in Square > Search contact by email in Wealthbox CRM > Check any condition > Create Contact in Wealthbox CRM
When Customer is created in Square > Search contact by email in Wealthbox CRM > Check any condition > Update Contact in Wealthbox CRM
When Customer is created in Square > Search contact by name in Wealthbox CRM > Check any condition > Create Contact in Wealthbox CRM
When Customer is created in Square > Search contact by name in Wealthbox CRM > Check any condition > Update Contact in Wealthbox CRM
When Customer is created in Square > Search contact by phone in Wealthbox CRM > Check any condition > Create Contact in Wealthbox CRM
When Customer is created in Square > Search contact by phone in Wealthbox CRM > Check any condition > Update Contact in Wealthbox CRM
When Opportunity is created in Wealthbox CRM > Create booking in Square
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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 IntegrationsSquare is a commerce platform that brings the world of small business into one easy-to-use mobile app. Run your entire business - from accepting payments to tracking inventory to managing orders and more - all from one dashboard.
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