Agendor + Wealthbox CRM
Add new Wealthbox CRM contacts to Agendor as persons or update existing ones
Effortlessly manage your Wealthbox CRM contacts in Agendor with this streamlined workflow. Whenever a new contact is added in Wealthbox CRM, this automation will create or update the corresponding person in the Agendor app. Keep your databases in sync and focus on nurturing relationships instead of manual data entry.
Effortlessly manage your Wealthbox CRM contacts in Agendor with this streamlined workflow. Whenever a new contact is added in Wealthbox CRM, this automation will create or update the corresponding person in the Agendor app. Keep your databases in sync and focus on nurturing relationships instead of manual data entry.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Person
Creates or updates a Person (Pessoa).
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About Agendor
Agendor is a sales improvement platform with web and mobile version designed for Brazilian companies with long sales cycles.
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About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.