Ready workflows for Wealthbox CRM + Simplesat Integration
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When New feedback is received in Simplesat > Create Contact in Wealthbox CRM > Update Task in Wealthbox CRM
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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Wealthbox CRM & Simplesat
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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 IntegrationsSimplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback. It helps you track CSAT (Customer Satisfaction), CES (Customer Effort Score) and NPS (Net Promoter Score) feedback.
See Simplesat Integrations❤Trusted by 10,000+ Customers
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