Create Wealthbox CRM task for new Krozu checklist
This automation will help you stay organized and make sure that no steps are forgotten.
Just click on the workflow you want to automate
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Wealthbox CRM & Krozu
Choose the app you want to connect Gmail with...
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Want to automate something else in your workflow?
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 IntegrationsKrozu is a perfect replacement for traditional project management tools. It is a visual project management tool makes sure that your team can effectively plan, collaborate, coordinate and deliver on time.
See Krozu IntegrationsMost upvoted product of the month
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