Wealthbox CRM + Clinked Integration

Wealthbox CRM is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Wealthbox CRM - Clinked integration to automatically populate your Clinked.

When a task is created in Wealthbox CRM, an event will automatically be created in your Clinked. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Wealthbox CRM and Clinked accounts in a matter of minutes.

Wealthbox CRM and Clinked are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Wealthbox CRM, do you also create a task in Clinked? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

Wealthbox CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Wealthbox CRM. Clinked is a great tool for this.

All you need to do is - integrate Clinked with Wealthbox CRM to create task in Clinked automatically when certain task occur in Wealthbox CRM. This can save you time by not having to manually create tasks in both systems.

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Clinked to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Wealthbox CRM? Well now there is!

With our integration between Wealthbox CRM and Clinked, creating task in Clinked is now easier than ever. Whenever a opportunity is created in Wealthbox CRM, you can automatically create a corresponding task in Clinked to keep your team up-to-date.