Rocketlane + Wealthbox CRM

Create new Rocketlane projects for every new Wealthbox CRM contact

Effortlessly streamline your client onboarding process with this workflow that connects Wealthbox CRM and Rocketlane. When a new contact is added in Wealthbox CRM, a project will be created in Rocketlane, saving you time and ensuring a smooth transition for your clients. Stay organized and enhance your customer experience with this seamless automation.

Effortlessly streamline your client onboarding process with this workflow that connects Wealthbox CRM and Rocketlane. When a new contact is added in Wealthbox CRM, a project will be created in Rocketlane, saving you time and ensuring a smooth transition for your clients. Stay organized and enhance your customer experience with this seamless automation.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    RocketlaneRocketlane
    Create Project

    Creates a project.

    ActionWrite
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Supported triggers and actions

What does this mean?
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About Rocketlane

Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
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Related categories

  • Project Management
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wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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