New for Our Wealthbox CRM Integration: Run Zaps When Workflow Steps and Tasks Are Complete
Want to send emails, create projects, and more once tasks are finished? We’ve added two new triggers to Zapier's Wealthbox CRM integration—Task Complete and Workflow Step Complete—that let you do just that, along with a new Find Contact search to lookup contact info automatically. That way when a task or workflow step completes, you can link it to a contact in a subsequent action by finding that contact by the task’s linked to ID.
Additionally, we have made multiple performance updates so Zapier's Wealthbox CRM integrations are faster and more stable. With these new updates, you'll be able to automate even more of your workflow and focus on giving your clients the personal attention they need.
→ Automate your financial advisory contacts with Zapier's Wealthbox CRM integrations.