Ready workflows for Wealthbox CRM + JetWebinar Integration
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Create JetWebinar registrant for new Wealthbox CRM contact
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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Wealthbox CRM & JetWebinar
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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 IntegrationsJetWebinar is a real-time live and simulated live webinar hosting platform. It provides an enterprise level, feature rich webinar solution designed to host any kind of webinar or event.
See JetWebinar Integrations❤Trusted by 10,000+ Customers
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