Create Wealthbox CRM task for new Trello checklist
This automation will help you stay organized and make sure that no steps are forgotten.
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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 IntegrationsTrello is the visual collaboration platform that gives teams perspective on projects. Use it to keep track of everything from a simple project checklist to a complex workflow, and get instant notification of changes.
See Trello IntegrationsMost upvoted product of the month
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