Wealthbox CRM + PreciseFP + Google Docs Integrations
How to connect Wealthbox CRM + PreciseFP + Google Docs
Zapier lets you send info between Wealthbox CRM and PreciseFP and Google Docs automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Choose an Action
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Do even more with Wealthbox CRM + PreciseFP + Google Docs
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Wealthbox CRM, PreciseFP, and Google Docs. And don’t forget that you can add more apps and actions to create complex workflows.
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How Wealthbox CRM + PreciseFP + Google Docs Integrations Work
- Step 1: Authenticate Wealthbox CRM, PreciseFP, and Google Docs.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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About PreciseFP
PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.
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About Google Docs
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time.
We also support Google Sheets!
