Wealthbox CRM + Workiom Integration

Automatically creating Wealthbox CRM contact records for new Workiom record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

When a new contact is created in your Wealthbox CRM, you can automatically create a record for them in your Workiom. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!

When Record is created in Workiom then Create Contact in Wealthbox CRM and Create Contact in Wealthbox CRM

When Record is created in Workiom then Create Contact in Wealthbox CRM and Update Contact in Wealthbox CRM

When Record is created in Workiom then Update Contact in Wealthbox CRM and Create Contact in Wealthbox CRM

When Record is created in Workiom then Update Contact in Wealthbox CRM and Update Contact in Wealthbox CRM