Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Read More
CM is a dynamic message routing platform that automatically delivers your messages via Push, SMS, or voice. It helps you engage with your target audience through mobile communication.CM Integrations
It's easy to connect Wealthbox CRM + CM without coding knowledge. Start creating your own business flow.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.