Popular Wealthbox CRM + Zoho Projects Workflows
When Task is completed in project in Zoho Projects > Check any condition > Update Contact in Wealthbox CRM
When Task status is changed to closed in Zoho Projects > Check any condition > Create Contact in Wealthbox CRM
When Task status is changed to closed in Zoho Projects > Check any condition > Update Contact in Wealthbox CRM
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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 IntegrationsWhether you're working on a small personal project or a large enterprise project, Zoho Projects can help you stay organized with its simplified yet comprehensive features.
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