Wealthbox CRM + Workast Integration

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Wealthbox CRM + Workast Integration

Create Workast task for new Wealthbox CRM contact

Wealthbox CRM and Workast are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Wealthbox CRM, do you also create a task in Workast? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Wealthbox CRM + Workast Integration

Create Workast task for new Wealthbox CRM opportunity

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 task in Workast 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 Workast, creating task in Workast is now easier than ever. Whenever a opportunity is created in Wealthbox CRM, you can automatically create a corresponding task in Workast to keep your team up-to-date.
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Wealthbox CRM + Workast Integration

Create Workast task for new Wealthbox CRM task

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. Workast is a great tool for this.

All you need to do is - integrate Workast with Wealthbox CRM to create task in Workast automatically when certain task occur in Wealthbox CRM. This can save you time by not having to manually create tasks in both systems.
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Wealthbox CRM + Workast Integration
1.
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM
  • Wealthbox CRM
    Contact is created in Wealthbox CRM
  • Wealthbox CRM
    Task is created in Wealthbox CRM
  • Wealthbox CRM
    Workflow is created in Wealthbox CRM
  • Wealthbox CRM
    Comment is created in Wealthbox CRM
  • Wealthbox CRM
    Event is created in Wealthbox CRM
  • Wealthbox CRM
    Project is created in Wealthbox CRM
  • Wealthbox CRM
    Note is created in Wealthbox CRM
  • Workast
    Task is created in Workast
2.
  • Wealthbox CRM
    Create Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by email in Wealthbox CRM
  • Wealthbox CRM
    Update Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by phone in Wealthbox CRM
  • Wealthbox CRM
    Search contact by name in Wealthbox CRM
  • Wealthbox CRM
    Get contact by id in Wealthbox CRM
  • Wealthbox CRM
    Create Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Update Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Create Task in Wealthbox CRM
  • Wealthbox CRM
    Update Task in Wealthbox CRM
  • Wealthbox CRM
    Create Note in Wealthbox CRM
  • Wealthbox CRM
    Update Note in Wealthbox CRM
  • Wealthbox CRM
    Create Event in Wealthbox CRM
  • Wealthbox CRM
    Update Event in Wealthbox CRM
  • Wealthbox CRM
    Get workflow by id in Wealthbox CRM
  • Wealthbox CRM
    Create workflow in Wealthbox CRM
  • Wealthbox CRM
    Update workflow in Wealthbox CRM
  • Wealthbox CRM
    Search workflow template for workflow in Wealthbox CRM
  • Wealthbox CRM
    Create Project in Wealthbox CRM
  • Wealthbox CRM
    Update Project in Wealthbox CRM
  • Workast
    Create Task in Workast
  • Workast
    Create Space in Workast
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