Wealthbox CRM + EASI'R Integrations
Integrate Wealthbox CRM with EASI'R to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Wealthbox CRM to EASI'R integration helps boost your business’ efficiency.
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Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Read MoreEASI'R is one of the most popular lead management & sales acceleration platforms for the automotive industry. It helps businesses in the automotive niche manage their online and offline leads in a convenient way, organize tasks in an easy manner, save time with automated contact sequences, and get sales reports in just one click.
EASI'R IntegrationsIt's easy to connect Wealthbox CRM + EASI'R without coding knowledge. Start creating your own business flow.
- Triggers
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New CommentTriggers when a new comment is created.
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New ContactTriggers when a new contact is created.
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New EventTriggers when a new event is created.
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New NoteTriggers when a new note is created.
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New OpportunityTriggers when a new opportunity is created.
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New ProjectTriggers when a new project is created.
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New WorkflowTriggers when a new workflow is created.
- Actions
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Add Member to HouseholdAdds a new family member to a household.
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Create ContactCreates a new contact.
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Create EventCreates a new event.
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Create HouseholdCreate a new household
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Create NoteCreates a new note.
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Create OpportunityCreates a new opportunity.
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Create ProjectCreates a new project.
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Create TaskCreates a new task.
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Start WorkflowStart a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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