Popular Wealthbox CRM + GetProspect Workflows
When Contact is created in GetProspect > Check condition > Create Contact in Wealthbox CRM
When Contact is created in GetProspect > Check condition > Update Contact in Wealthbox CRM
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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 IntegrationsGetProspect gives you access to a wide database of corporate emails. Search for email address on Linkedin, extract the email and create your own list in bulk.
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