Create Wealthbox CRM contact for new Google Sheets row
Also, it's one less thing for you to have to remember to do manually. Win-win!
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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 Sheets is a free, fully-featured spreadsheet app for all your number crunching and list-making needs. Collaborate with others from any device, or get stuff done on the go.
See Google Sheets IntegrationsMost upvoted product of the month
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