Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Wealthbox CRM + MailChimpAdd new subscriber on Mailchimp list for new Wealthbox CRM Read More...
Wealthbox CRM + EvernoteCreate Evernote reminders for new Wealthbox CRM tasks Read More...
It's easy to connect Google Docs + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when a new document is added (inside any folder).
Triggers when a new document is added to a specific folder (but not its subfolders).
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.