Kanban Tool + Wealthbox CRM Integration

Are you looking for a way to keep track of your sales process and create task for yourself in Wealthbox CRM? If so, you'll be glad to know that you can use Kanban Tool to create checklist of the steps in your sales process, and then create task in Wealthbox CRM for each step.

This automation will help you stay organized and make sure that no steps are forgotten.

If you're using Wealthbox CRM and Kanban Tool to manage your business, you'll want to take advantage of the integration between the two services. When a opportunity is created in Wealthbox CRM, a checklist will automatically be created in Kanban Tool.

This makes it easy to keep track of the progress of each opportunity and ensure that all the necessary steps are taken. To get started, click on activate, connect your Wealthbox CRM and Kanban Tool accounts and start creating opportunity!

When you create a new contact in Wealthbox CRM, this automation will automatically create a related checklist in Kanban Tool. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Kanban Tool board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Wealthbox CRM and Kanban Tool!