Popular Wealthbox CRM + KanbanFlow Workflows
When Task is moved in KanbanFlow > 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 IntegrationsKanbanFlow is a task management tool that makes work visual. It provides an intuitive interface to organize tasks into columns, manage workflow, and keep track of your projects. Work gets done in flow!
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