Create new Wealthbox CRM contacts from completed PreciseFP engagements
Automate your client management process with this workflow. When a new form engagement is completed in PreciseFP, it will create a new contact within your Wealthbox CRM. This seamless integration takes the manual effort out of keeping your contact list updated and streamlined, allowing more time to focus on growing your wealth management practice.
Automate your client management process with this workflow. When a new form engagement is completed in PreciseFP, it will create a new contact within your Wealthbox CRM. This seamless integration takes the manual effort out of keeping your contact list updated and streamlined, allowing more time to focus on growing your wealth management practice.
- When this happens...New Form Engagement Completed
Triggers when a client or prospect completes an form engagement.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps