?>

Integrate Revolut with Wealthbox CRM

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

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

Award Winning App Integration Platform

About Revolut

Revolut is a financial services company that specializes in mobile banking, card payments, money remittance, and foreign exchange.

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 Revolut and Wealthbox CRM Integrations

  • Revolut Integration Wealthbox CRM Integration

    Revolut + Wealthbox CRM

    Create Household to Wealthbox CRM from New Transaction in Revolut Read More...
    Close
    When this happens...
    Revolut Integration New Transaction
     
    Then do this...
    Wealthbox CRM Integration Create Household
  • Revolut Integration Wealthbox CRM Integration

    Revolut + Wealthbox CRM

    Create Project to Wealthbox CRM from New Transaction in Revolut Read More...
    Close
    When this happens...
    Revolut Integration New Transaction
     
    Then do this...
    Wealthbox CRM Integration Create Project
  • Revolut Integration Wealthbox CRM Integration

    Revolut + Wealthbox CRM

    Create Note to Wealthbox CRM from New Transaction in Revolut Read More...
    Close
    When this happens...
    Revolut Integration New Transaction
     
    Then do this...
    Wealthbox CRM Integration Create Note
  • Revolut Integration Wealthbox CRM Integration

    Revolut + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Transaction is created in Revolut Read More...
    Close
    When this happens...
    Revolut Integration New Transaction
     
    Then do this...
    Wealthbox CRM Integration Start Workflow
  • Revolut Integration Wealthbox CRM Integration

    Revolut + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Transaction in Revolut Read More...
    Close
    When this happens...
    Revolut Integration New Transaction
     
    Then do this...
    Wealthbox CRM Integration Create Contact
  • Revolut Integration {{item.actionAppName}} Integration

    Revolut + {{item.actionAppName}}

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

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

    Triggers
  • New Transaction

    Triggers when you exchange, send or receive money.

  • 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 Revolut & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of Revolut and Wealthbox CRM

  • Revput
  • Revput is a banking platform that allows users to buy, sell, hpd and spend cryptocurrency at the best possible rates without having any hidden charges. It lets users buy cryptocurrency with fiat currency, send money to friends or family members, pay for things at millions of retailers, exchange money with their peers in over 150 currencies, get their salaries paid directly into the app, invest in stocks, trade CFDs, hpd cryptocurrency and get them back into their bank accounts. The company was founded in 2015 by Nikpay Storonsky and Vlad Yatsenko.

    Wealthbox CRM

    Wealthbox CRM is a customer relationship management platform which helps small business professionals to manage all their customer relations very efficiently. It has many features like scheduling appointments, tracking payments, sending letters, surveys and reminders.

  • Integration of Revput and Wealthbox CRM
  • The integration of Revput and Wealthbox CRM will help Revput to have a better hpd on the market. The integration will allow customers to have an easy access to Wealthbox CRM’s services without any interruptions. With this integration, there won’t be any need for Revput customers to link their bank accounts for crypto transactions. They can easily do it through injecting the card details in the system. This will also help Wealthbox CRM to expand its customer base so that it can serve more people. There are plenty of opportunities for both companies if they come together. On the other hand, the customers will benefit from this integration as they will get better services at lower rates.

  • Benefits of Integration of Revput and Wealthbox CRM
  • There are many positive aspects of this integration. First of all , it will help companies to increase their sales. They will be able to provide more services to their customers at lower rates. Second , it will help them to save time and efforts in making multiple payments . Third , it will help them to make strong relationships between customers and the companies . Finally , it will help them to develop new ideas for innovative products and services . These benefits will help both companies to establish themselves in the market.

    Revput and Wealthbox CRM are competitors but they are not direct competitors since they work in different segments of the same market. Both companies are promising in every aspect of the market. The costumers will always choose the best service providers according to their needs. Therefore, both companies can benefit from each other if they work together. To conclude, I believe that the integration of Revput and Wealthbox CRM will be an excellent move for both companies because many customers will be benefited from this integration.

    The process to integrate Revput 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.