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Freshdesk + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshdesk and Wealthbox CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

About Wealthbox CRM

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

Wealthbox CRM Integrations

Best ways to Integrate Freshdesk + Wealthbox CRM

  • Freshdesk Wealthbox CRM

    Freshdesk + Wealthbox CRM

    Create Household to Wealthbox CRM from New Contact in Freshdesk Read More...
    Close
    When this happens...
    Freshdesk New Contact
     
    Then do this...
    Wealthbox CRM Create Household
  • Freshdesk Wealthbox CRM

    Freshdesk + Wealthbox CRM

    Create Project to Wealthbox CRM from New Contact in Freshdesk Read More...
    Close
    When this happens...
    Freshdesk New Contact
     
    Then do this...
    Wealthbox CRM Create Project
  • Freshdesk Wealthbox CRM

    Freshdesk + Wealthbox CRM

    Create Note to Wealthbox CRM from New Contact in Freshdesk Read More...
    Close
    When this happens...
    Freshdesk New Contact
     
    Then do this...
    Wealthbox CRM Create Note
  • Freshdesk Wealthbox CRM

    Freshdesk + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Contact is created in Freshdesk Read More...
    Close
    When this happens...
    Freshdesk New Contact
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Freshdesk Wealthbox CRM

    Freshdesk + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Contact in Freshdesk Read More...
    Close
    When this happens...
    Freshdesk New Contact
     
    Then do this...
    Wealthbox CRM Create Contact
  • Freshdesk {{item.actionAppName}}

    Freshdesk + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Freshdesk + Wealthbox CRM in easier way

It's easy to connect Freshdesk + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How Freshdesk & Wealthbox CRM Integrations Work

  1. Step 1: Choose Freshdesk as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Wealthbox CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshdesk to Wealthbox CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.