PushBiz + Wealthbox CRM Integrations

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

Integrate PushBiz 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 PushBiz to Wealthbox CRM integration helps boost your business’ efficiency.

Award Winning App Integration Platform

About PushBiz

PushBIZ helps you send Push Notifications on web and mobile. It helps you engage your customers in real time.

About Wealthbox CRM

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

Connect PushBiz + Wealthbox CRM in easier way

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

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.