Wealthbox CRM + VivifyScrum Integration

Wealthbox CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Wealthbox CRM. VivifyScrum is a great tool for this.

All you need to do is - integrate VivifyScrum with Wealthbox CRM to create item in VivifyScrum automatically when certain task occur in Wealthbox CRM. This can save you time by not having to manually create tasks in both systems.

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a item in VivifyScrum to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Wealthbox CRM? Well now there is!

With our integration between Wealthbox CRM and VivifyScrum, creating item in VivifyScrum is now easier than ever. Whenever a opportunity is created in Wealthbox CRM, you can automatically create a corresponding item in VivifyScrum to keep your team up-to-date.

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 VivifyScrum 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.