Ready workflows for Wealthbox CRM + Howuku Integration
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When Survey is submitted in Howuku > Create Contact in Wealthbox CRM > Update Task in Wealthbox CRM
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Create Your Own Wealthbox CRM & Howuku Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Wealthbox CRM & Howuku
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Integrate Wealthbox CRM & Howuku In 1 Click
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You Can Also Connect Wealthbox CRM or Howuku With 1100+ Other Apps
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 IntegrationsHowuku makes it easier for businesses to collect feedback, conduct usability test and record user behavior. It provides a framework for designers, developers and product managers to create an effective UX strategy.
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