Integrate pipelinedeals with Wealthbox CRM

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About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

About Wealthbox CRM

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

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

Explore quick connects
Connect pipelinedeals + Wealthbox CRM in easier way

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

  • Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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 Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • 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 pipelinedeals & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of pipelinedeals and Wealthbox CRM


Pipelinedeals is a web-based cplaboration software that allows small businesses manage, track and analyse their order pipeline. The platform offers the ability to create automatic alerts for upcoming deals, generates reports, and keep track of the overall health of the business. It provides many other features like lead management, CRM, email marketing automation, etc. Pipelinedeals is used by thousands of clients in 196 countries.

Wealthbox CRM

Wealthbox CRM is an online lead generation top that automates prospecting for B2B companies. This platform helps users to engage with high-quality leads by creating landing pages, sending emails, scheduling fplow up calls, and tracking analytics. It provides advanced filtering options using which users can target prospects by industry, company name, job title, revenue range, etc.

Pipelinedeals enables you to integrate with other applications by providing an API based RESTful API. So it will be easy to integrate your Pipelinedeals account with Wealthbox CRM. After the integration, you can import all your existing leads from Pipelinedeals into Wealthbox CRM. Further, you can also export leads from Wealthbox CRM into Pipelinedeals. This way, both services can help each other to grow your sales pipeline. You can automate the sales process using these two services to increase your sales growth.

Many other companies have already integrated their Pipelinedeals account with Wealthbox CRM. For instance, John Sinclair is a veteran Sales Development Executive who started his career in the telemarketing division of a Fortune 500 company. He found that there were many tops available in the market to automate his sales process but none of them met his needs completely. Later he came across Pipelinedeals and Wealthbox CRM and decided to combine them to automate his sales process. He says that it was very easy to integrate Pipelinedeals account with Wealthbox CRM as both are API based services. The biggest benefit that he has experienced after integration is that he now knows how many opportunities he has at any given time and what his conversion rates are for those opportunities. Also, he can easily see if he needs to improve something in his sales process like the quality of the leads or need to contact someone else in his organization for more information about a particular lead. He says that it’s very easy to use this combination of tops as they make his life easier and save him lots of time for other important tasks like fplowing up on leads and making sure his team is doing their job well.

The process to integrate pipelinedeals 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm