Integrate IMAP by Connect with Wealthbox CRM

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About IMAP by Connect

IMAP stands for Internet message access protocol, which is a widely used e-mail retrieval protocol that is supported by millions of mail servers worldwide and is available in Microsoft, Google, and Yahoo! products. Also, take a look at our SMTP service.

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 IMAP by Connect and Wealthbox CRM Integrations

  • IMAP by Connect Integration Wealthbox CRM Integration

    IMAP by Connect + Wealthbox CRM

    Create Household to Wealthbox CRM from New Mailbox in IMAP by Connect Read More...
    Close
    When this happens...
    IMAP by Connect Integration New Mailbox
     
    Then do this...
    Wealthbox CRM Integration Create Household
  • IMAP by Connect Integration Wealthbox CRM Integration

    IMAP by Connect + Wealthbox CRM

    Create Project to Wealthbox CRM from New Mailbox in IMAP by Connect Read More...
    Close
    When this happens...
    IMAP by Connect Integration New Mailbox
     
    Then do this...
    Wealthbox CRM Integration Create Project
  • IMAP by Connect Integration Wealthbox CRM Integration

    IMAP by Connect + Wealthbox CRM

    Create Note to Wealthbox CRM from New Mailbox in IMAP by Connect Read More...
    Close
    When this happens...
    IMAP by Connect Integration New Mailbox
     
    Then do this...
    Wealthbox CRM Integration Create Note
  • IMAP by Connect Integration Wealthbox CRM Integration

    IMAP by Connect + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Mailbox is created in IMAP by Connect Read More...
    Close
    When this happens...
    IMAP by Connect Integration New Mailbox
     
    Then do this...
    Wealthbox CRM Integration Start Workflow
  • IMAP by Connect Integration Wealthbox CRM Integration

    IMAP by Connect + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Mailbox in IMAP by Connect Read More...
    Close
    When this happens...
    IMAP by Connect Integration New Mailbox
     
    Then do this...
    Wealthbox CRM Integration Create Contact
  • IMAP by Connect Integration {{item.actionAppName}} Integration

    IMAP by Connect + {{item.actionAppName}}

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

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

    Triggers
  • New Email

    Triggers when you receive a new email.

  • New Mailbox

    Triggers when you add a new mailbox to your account.

  • 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 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.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

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

How IMAP by Connect & Wealthbox CRM Integrations Work

  1. Step 1: Choose IMAP by Connect 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 IMAP by Connect to Wealthbox CRM.

    (2 minutes)

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

Integration of IMAP by Connect and Wealthbox CRM

IMAP by Connect

IMAP by Connect offers a mobile email client for mobile devices where users can access the inbox from different mobile operating systems such as Android, iOS, and Windows. In addition to that, users can also receive push notifications when they receive new email in the form of a pop-up window. The app offers a comprehensive set of features including signature, HTML email templates, multiple accounts, and much more. IMAP by Connect offers a mobile email client for mobile devices where users can access the inbox from different mobile operating systems such as Android, iOS, and Windows. In addition to that, users can also receive push notifications when they receive new email in the form of a pop-up window. The app offers a comprehensive set of features including signature, HTML email templates, multiple accounts, and much more.

Wealthbox CRM

Wealthbox CRM is an online customer relationship management (CRM. top that enables users to manage the contacts and leads while offering various tops to help increase sales and customer satisfaction. It offers a number of features such as ability to add notes and attachments to your contacts and monitor your sales pipeline. Wealthbox CRM is an online customer relationship management (CRM. top that enables users to manage the contacts and leads while offering various tops to help increase sales and customer satisfaction. It offers a number of features such as ability to add notes and attachments to your contacts and monitor your sales pipeline.

Integration of IMAP by Connect and Wealthbox CRM

IMAP by Connect enables users to sync their business data with other business apps such as Trello, Slack, Evernote, Zendesk, etc. With the help of this integration, end-users can better organize their meetings and cplaborate with their teams. Moreover, the businesses can use this integration to display important information on top of email threads. IMAP by Connect enables users to sync their business data with other business apps such as Trello, Slack, Evernote, Zendesk, etc. With the help of this integration, end-users can better organize their meetings and cplaborate with their teams. Moreover, the businesses can use this integration to display important information on top of email threads.

Benefits of Integration of IMAP by Connect and Wealthbox CRM

The process to integrate IMAP by Connect 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.