?>

Integrate Wealthbox CRM with Company Hub

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

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

Award Winning App Integration Platform

About Wealthbox CRM

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

About Company Hub

CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated alerts for and more without a single line of code.

Company Hub Integrations

Best ways to Integrate Wealthbox CRM + Company Hub

  • Wealthbox CRM Integration MailChimp Integration

    Wealthbox CRM + MailChimp

    Add new subscriber on Mailchimp list for new Wealthbox CRM Read More...
    Close
    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...
    Close
    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...
    Close
    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...
    Close
    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...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Gmail Integration Create Label
  • 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 + Company Hub in easier way

It's easy to connect Wealthbox CRM + Company Hub 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.

  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggers when a contact is created.

  • New Deal

    Triggers when a new deal is created

  • New Quote

    Triggers when a new quote is created

  • New Record

    Triggers when a new record is created.

  • New Sales Order

    Triggers when a new salesorder is created

  • New Task

    Triggers when a new task is created.

  • Record Updated

    Triggers when a existing record is updated.

    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.

  • Create Company

    Creates a new Company.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create Record

    Creates a new record in custom table.

  • Update Record

    Updates an existing record.

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 Wealthbox CRM & Company Hub 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 Company Hub 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 Company Hub.

    (2 minutes)

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