LeadSquared + Wealthbox CRM Integrations

Integrate LeadSquared with Wealthbox CRM to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the LeadSquared to Wealthbox CRM integration helps boost your business’ efficiency.

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About LeadSquared

LeadSquared is an effective marketing & sales management software for enterprises and SMEs. It comes equipped with a wide range of features including – Lead Capture Automation, Landing Pages, Email and Drip Campaigns, Lead & List Management, Tasks & Reminders, API & Connectors and Marketing, Sales and Revenue Analytics.

About Wealthbox CRM

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

Wealthbox CRM Integrations
Connect LeadSquared + Wealthbox CRM in easier way

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

  • Triggers
  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm