Wealthbox CRM + Nusii Integration

Wealthbox CRM is a great CRM tool for managing customer data, but it can be time-consuming to create a new client record in Nusii every time you add a new contact.

But don't worry anymore. With this Nusii Salesforce integration, you can connect your contact and client records, so that when a new contact is created in Wealthbox CRM, you'll automatically receive a corresponding client record in Nusii.

Are you a Wealthbox CRM user who also uses Nusii for proposal writing? If so, we have some great news for you! This integration will allow you to create proposal in Nusii directly from opportunity in Wealthbox CRM.

This means that you can save time by automatically creating proposal based on the information contained in your opportunity. Plus, it's easy to get started - simply click activate and connect your Wealthbox CRM and Nusii accounts.

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within Wealthbox CRM? With this integration, you can!

When you create a contact in Wealthbox CRM, Nusii will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!