Integrate GoHighLevel with Wealthbox CRM

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

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

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GoHighLevel Integrations

About GoHighLevel

HighLevel is a Full Suite Platform for Agencies. Included in the Platform is a full featured Page Builder to capture leads.

About Wealthbox CRM

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

GoHighLevel + Wealthbox CRM Quick Connects

Want to explore GoHighLevel + Wealthbox CRM quick connects for faster integration? Here’s our list of the best GoHighLevel + Wealthbox CRM quick connects.

Explore quick connects

Connect GoHighLevel + Wealthbox CRM in easier way

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

Triggers
New Appointment Booking

Triggers when a new appointment is booked.
New Contact

Triggers when a new contact is created.
New Task

Triggers when a new Task is created for provided contact !
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
Add Tags On Contacts

Add tags on Contact
Create Contact

Creates a contact.
Create Notes

Creates a notes
Create Opportunity

Creates an opportunity
Create Task

Create a task
Update Contact

Update a contact.
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 GoHighLevel & Wealthbox CRM Integrations Work

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

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Wealthbox CRM as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from GoHighLevel to Wealthbox CRM.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.