Wealthbox CRM Integrations

Get full visibility into prospects, opportunities, teams, accounts, campaigns as well as contact activity by connecting
your Wealthbox CRM account with Appy Pie Connect

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About Wealthbox CRM

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

Choose the app you want to connect with Wealthbox CRM

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How to Integrate Wealthbox CRM with Appy Pie Connect

Follow these steps to Integrate Wealthbox CRM:

  1. Go to Appy Pie Connect

  2. Create an account or login if you already have an account

  3. Search for the Wealthbox CRM App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Wealthbox CRM account API key

  6. Your Wealthbox CRM app is now ready to integrate hundreds of apps supported on Appy pie Connect.

Best Wealthbox CRM Integrations

  • Wealthbox CRM Integration MailChimp Integration

    Wealthbox CRM + MailChimp

    Add new subscriber on Mailchimp list for new Wealthbox CRM Read More...
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    MailChimp Integration Add/Update Subscriber
    Rather than manually importing your Wealthbox contacts into a Mailchimp subscriber list, let Appy Pie Connect handle it for you. This Wealthbox CRM-Mailchimp integration will automatically add any new contacts in your Wealthbox CRM account to your Mailchimp subscriber list as they are created after you've set it all up.
    How This Wealthbox CRM – Mailchimp Integration Works
    • A new contact is created
    • Appy Pie Connect automatically creates a new subscriber on a Mailchimp list.
    What You Need
    • Wealthbox CRM account
    • Mailchimp account
  • Wealthbox CRM Integration Evernote Integration

    Wealthbox CRM + Evernote

    Create Evernote reminders for new Wealthbox CRM tasks Read More...
    When this happens...
    Wealthbox CRM Integration New Task
     
    Then do this...
    Evernote Integration Create Note
    Allow Appy Pie Connect to create reminders from Wealthbox CRM into your Evernote instead of having to manage them across several systems. Once set up, any new tasks made in Wealthbox CRM will be instantly added to Evernote as reminders, ensuring that you never lose sight of your tasks.
    How This Wealthbox CRM – Evernote Integration Works
    • A new task is created
    • Appy Pie Connect create reminder on Evernote.
    What You Need
    • Wealthbox CRM account
    • Evernote account
  • Wealthbox CRM Integration Gmail Integration

    Wealthbox CRM + Gmail

    Create Draft to Gmail from New Contact in Wealthbox CRM Read More...
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Gmail Integration Create Draft
  • Wealthbox CRM Integration Gmail Integration

    Wealthbox CRM + Gmail

    Send Email in Gmail when New Contact is created in Wealthbox CRM Read More...
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Gmail Integration Send Email
  • Wealthbox CRM Integration Gmail Integration

    Wealthbox CRM + Gmail

    Create Label to Gmail from New Contact in Wealthbox CRM Read More...
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Gmail Integration Create Label
  • Wealthbox CRM Integration Gmail Integration

    Wealthbox CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    Wealthbox CRM Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} Integration {{item.actionTitle}}

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Here is a list of Wealthbox CRM Triggers and Actions

Step By Step Wealthbox CRM Integration Guide

  1. To integrate the Wealthbox CRM at Appypie Connect, search and select the app from the app directory or search for a trigger app available at Connect. Choose the service required and click Continue to go further ahead with integration steps at Appypie Connect.


  2. Click the Connect an account button and enter the API access token in the pop-up form available for the account of Wealthbox CRM you want to integrate with.


  3. Click ‘Yes,Continue’ after filling the form with the correct API token. Appypie Connect will ask to reconfirm the account. Click Continue to complete the integration at Appypie Connect.


Common Issues With Wealthboc CRM At Appy Pie Connect

As of now, there’s no common issue showcasing for the particular application.

Kindly contact our support team online to get more information.

Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am