Wealthbox CRM + Float Integration

Have you ever wished that you could sync your Float task with your Wealthbox CRM task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Float, a matching task will be created in Wealthbox CRM. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Float and Wealthbox CRM accounts.

Task is a necessary part of any business. It can be anything from making a phone call to writing a report. As your company grows, it's important to have the right tools in place to help manage your tasks.

Wealthbox CRM and Float are two great tools that can help you get organized and stay on track. When you create a task in Wealthbox CRM, this automation will automatically create a corresponding task in Float so you can start tracking your time immediately.

Having everything all in one place makes it easy to keep track of what you need to do and how much time you're spending on each task. Give this Wealthbox CRM and Float integration a try today and see how they can help streamline your workflow!

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising opportunity, it's important to track and manage the progress of that opportunity so you don't lose focus or let it fall through the cracks.

With this integration, you can quickly create a corresponding task in Float each time a opportunity is created in Wealthbox CRM. This way you never lose track of the progress for that particular opportunity - and with automated reminders, it will be easy to get back on track if something slips through the cracks.