Popular Wealthbox CRM + WordPress Workflows
Create WordPress post for new Wealthbox CRM task
Create WordPress user for new Wealthbox CRM contact
Create Wealthbox CRM contact for new WordPress user
Creating contact in Wealthbox CRM this way is a great way to track website activity and engagement by each contact.
Create Wealthbox CRM task for new WordPress post
When you create a post in WordPress, this integration will automatically create a task in Wealthbox CRM so you can keep track of what you need to do.
This can help ensure that your post are properly prioritized and that you don't forget any important steps.
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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!
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