Integrate Pheedloop with Wealthbox CRM

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

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  • Lightning Fast Setup
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About Pheedloop

Powerful Event Automation for High Growth Hybrid, In-Person & Virtual Events.

About Wealthbox CRM

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

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

Explore quick connects
Connect Pheedloop + Wealthbox CRM in easier way

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

  • Triggers
  • New Attendee added in Event

    Triggers whenever an Attendee is created

  • New Event

    Triggers when a new event is created.

  • New Exhibitor is created for an Event

    Triggers when Exhibitor is created for given Event.

  • New Session For Event

    Triggers when Session is created for given Event.

  • New Sponsor is created for an Event

    Triggers when a Sponsor is created for given Event.

  • New User Registered For an Event

    Triggers when New User Registers For given Event.

  • 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 Speaker for an Event

    Creates a new Speaker for your specified Event.

  • 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 Pheedloop & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am