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Integrate Wealthbox CRM with Aircall

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

  • No code
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  • Lightning Fast Setup
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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.

About Aircall

Aircall is the cloud-based call center and phone system of choice for modern businesses. A voice platform that integrates seamlessly with popular productivity and helpdesk tools. Aircall was built to make phone support easy to manage – accessible, transparent, and collaborative.

Aircall Integrations

Best ways to Integrate Wealthbox CRM + Aircall

  • Wealthbox CRM Integration Wealthbox CRM Integration

    Aircall + Wealthbox CRM

    Create Household from Wealthbox CRM from Call Created to Aircall Read More...
    Close
    When this happens...
    Wealthbox CRM Integration Call Created
     
    Then do this...
    Wealthbox CRM Integration Create Household
  • Wealthbox CRM Integration Wealthbox CRM Integration

    Aircall + Wealthbox CRM

    Create Project from Wealthbox CRM from Call Created to Aircall Read More...
    Close
    When this happens...
    Wealthbox CRM Integration Call Created
     
    Then do this...
    Wealthbox CRM Integration Create Project
  • Wealthbox CRM Integration Wealthbox CRM Integration

    Aircall + Wealthbox CRM

    Create Note from Wealthbox CRM from Call Created to Aircall Read More...
    Close
    When this happens...
    Wealthbox CRM Integration Call Created
     
    Then do this...
    Wealthbox CRM Integration Create Note
  • Wealthbox CRM Integration Wealthbox CRM Integration

    Aircall + Wealthbox CRM

    Start Workflow in Wealthbox CRM when Call Created is added to Aircall Read More...
    Close
    When this happens...
    Wealthbox CRM Integration Call Created
     
    Then do this...
    Wealthbox CRM Integration Start Workflow
  • Wealthbox CRM Integration Wealthbox CRM Integration

    Aircall + Wealthbox CRM

    Create Contact from Wealthbox CRM from Call Created to Aircall Read More...
    Close
    When this happens...
    Wealthbox CRM Integration Call Created
     
    Then do this...
    Wealthbox CRM Integration Create Contact
  • Wealthbox CRM Integration {{item.actionAppName}} Integration

    Wealthbox CRM + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • Call Agent Declined

    Triggers when an agent declined a call.

  • Call Answered

    Triggers when a call is answered in Aircall.

  • Call Archived

    Triggers when a call is archived in Aircall.

  • Call Assigned

    Triggers when a call is assigned in Aircall.

  • Call Commented

    Triggers when a call is commented in Aircall.

  • Call Created

    Triggers when a call is started in Aircall.

  • Call Ended

    Triggers when a call is ended in Aircall.

  • Call Hungup

    Triggers when a call is hangup in Aircall.

  • Call Ringing On Agent

    Triggers when a call started ringing on agent in Aircall.

  • Call Tagged

    Triggers when a call is tagged.

  • Call Transfered

    Triggers when a call is transfered.

  • Call Untagged

    Triggers when a call is untagged in Aircall.

  • Contact Created

    Trigger when a contact is created in Aircall.

  • Contact Deleted

    Triggers when a contact is deleted in Aircall.

  • Contact Updated

    Trigger when a contact is updated in Aircall.

  • Number Closed

    Triggers when a number is closed in Aircall.

  • Number Created

    Triggers when a number is created in Aircall.

  • Number Deleted

    Triggers when a number is deleted in Aircall.

  • Number Opened

    Triggers when a number is opened in Aircall.

  • User Connected

    Triggers when a user is connected in Aircall.

  • User Created

    Triggers when a user is created in Aircall.

  • User Deleted

    Triggers when a user is deleted in Aircall.

  • User Disconnected

    Triggers when a user is disconnected in Aircall.

    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.

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

How Wealthbox CRM & Aircall Integrations Work

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

    (2 minutes)

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