Wealthbox CRM + Harvest Integration

Have you ever wished that you could sync your Harvest 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 Harvest, 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 Harvest and Wealthbox CRM accounts.