Popular Wealthbox CRM + Google Meet Workflows
When Opportunity is created in Wealthbox CRM > Schedule meeting in Google Meet
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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 IntegrationsGoogle Meet is a new way to meet with your teammates and customers. Share your screen, collaborate on presentations, or catch up face-to-face using only your computer or phone.
See Google Meet Integrations❤Trusted by 10,000+ Customers
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