Create Firmao task for new Wealthbox CRM contact
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
Just click on the workflow you want to automate
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Wealthbox CRM & Firmao
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Want to automate something else in your workflow?
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 IntegrationsFirmao is web-based software that allows you to organize your business information. It helps create quotes and invoices, manage projects and tasks, integrate with a live chat widget, track leads and clients, and much more. Best of all, it's easy to use!
See Firmao IntegrationsMost upvoted product of the month
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