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Integrate GitHub with Wealthbox CRM

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

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About GitHub

GitHub is the best place to share code with co-workers, and clients . Over ten million people use GitHub to build amazing things together.

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 GitHub + Wealthbox CRM

  • GitHub Integration Wealthbox CRM Integration

    GitHub + Wealthbox CRM

    Create Household to Wealthbox CRM from New Commit in GitHub Read More...
    Close
    When this happens...
    GitHub Integration New Commit
     
    Then do this...
    Wealthbox CRM Integration Create Household
  • GitHub Integration Wealthbox CRM Integration

    GitHub + Wealthbox CRM

    Create Project to Wealthbox CRM from New Commit in GitHub Read More...
    Close
    When this happens...
    GitHub Integration New Commit
     
    Then do this...
    Wealthbox CRM Integration Create Project
  • GitHub Integration Wealthbox CRM Integration

    GitHub + Wealthbox CRM

    Create Note to Wealthbox CRM from New Commit in GitHub Read More...
    Close
    When this happens...
    GitHub Integration New Commit
     
    Then do this...
    Wealthbox CRM Integration Create Note
  • GitHub Integration Wealthbox CRM Integration

    GitHub + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Commit is created in GitHub Read More...
    Close
    When this happens...
    GitHub Integration New Commit
     
    Then do this...
    Wealthbox CRM Integration Start Workflow
  • GitHub Integration Wealthbox CRM Integration

    GitHub + Wealthbox CRM

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

    GitHub + {{item.actionAppName}}

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

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

    Triggers
  • New Commit

    Triggered when a new commit is created. Select your organization, repo and branch.

  • New Notification

    Triggered when a new notification is created.

  • 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 Issue

    Create a new issue.

  • Create Pull Request

    Create a new pull request and merge it (optional).

  • Update Issue

    Update an existing issue.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How GitHub & Wealthbox CRM Integrations Work

  1. Step 1: Choose GitHub 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 GitHub to Wealthbox CRM.

    (2 minutes)

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

Integration of GitHub and Wealthbox CRM

GitHub

As a website, GitHub is available at https://github.com/ and provides web-based hosting of source code files. GitHub is a web-based Git repository hosting service that offers all of the distributed revision contrp and source code management (SCM. functionality of Git as well as adding its own features. Unlike Git, which is strictly a command-line top, GitHub provides a web-based graphical interface and desktop as well as mobile integration. While Git is strictly a command-line top, GitHub provides a web-based graphical interface and desktop as well as mobile integration.

Wealthbox CRM

As a company, Wealthbox is available at http://wealthbox.com/ and is a market leader in high end CRM systems for the hospitality industry. We provide end to end sputions from customised CRM systems to dedicated support and extended product offerings such as mobile apps.

Integration of GitHub and Wealthbox CRM

Wealthbox CRM integrates with GitHub for sharing information. This includes integrating the ability to send email notifications to users on GitHub when an author creates changes to an account in Wealthbox CRM. The integration also allows for importing leads to Wealthbox CRM via the API provided by GitHub. Similarly, leads can be created or updated within Wealthbox CRM after users log into their GitHub account to create or update the badges they have earned on the platform. Leads, accounts, opportunities, and contacts can also be synced between Wealthbox CRM and GitHub using the integration. With this feature, users are able to update details within Wealthbox CRM based on events found within GitHub. Finally, all of the information shared between GitHub and Wealthbox CRM can be viewed in one place to ensure that all data is consistent across the two platforms.

Benefits of Integration of GitHub and Wealthbox CRM

Integration of Wealthbox CRM with GitHub provides the fplowing benefits:

Wealthbox CRM badges can be integrated with your companies’ social strategy to drive more targeted conversations with your customers. The badge acts as an icebreaker to start engaging at events where you don’t already have existing relationships with customers. For example, if you host an event like meetups or conferences, you could reward participants with badges that show how many events they’ve attended or how much time they’ve spent interacting with your brand on social media. These badges could be part of your marketing campaigns both online and offline. For example, you could integrate these badges with your loyalty program for customers who keep coming back to your company events. This way, you could help customers feel like they’re getting access to special perks like discounts or other branded merchandise just for attending your events. Integrating with GitHub allows you to reach out to potential customers directly based on their interests rather than just their location, allowing them to learn about your products or services before they even sign up for your newsletter or download your app. You can also easily track how many interactions your company has had with customers so you can understand which methods work best for promoting your products or services. Since you’ll know how many people interacted with each method, you can tailor your marketing efforts so you’re reaching out to customers in the most effective ways possible. Since the badge represents your company, it makes it easier for customers or potential clients to recognize what you stand for as a brand and how your products or services can address their needs. For example, if you create a badge associated with a new product line, future customers will see that badge and instantly recognize the type of product you offer. They’ll also see that it has been added to a cplection of similar badges offered by other companies, which means they’ll know that other people have used the product and liked it enough to earn it at least once.

The process to integrate GitHub and Wealthbox CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.