Create FreshBooks client for new Wealthbox CRM contact
This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Wealthbox CRM and FreshBooks!
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Wealthbox CRM & FreshBooks with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
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 IntegrationsFreshBooks has everything your business needs to get paid, stay organized and grow. From invoicing to tracking time and expenses, FreshBooks is your all-in-one accounting software.
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