Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Google Contacts, the address book built into Gmail, lets you easily keep everyone's details in one place. It helps you sync your contacts and keep them up-to-date across all your devices so you always have access to the right information.Google Contacts Integrations
Wealthbox CRM + Google ContactsCreate or Update Contacts to Google Contacts from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + Google ContactsAdd Contact to Group in Google Contacts when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + Google ContactsCreate or Update Contacts to Google Contacts from New Event in Wealthbox CRM Read More...
Wealthbox CRM + Google ContactsAdd Contact to Group in Google Contacts when New Event is created in Wealthbox CRM Read More...
Wealthbox CRM + Google ContactsCreate or Update Contacts to Google Contacts from New Project in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + Google Contacts 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.
Triggers whenever a group is created.
Triggers when a contact is created or updated.
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.
Adds an existing contact to a group.
Creates a new contact.
Members of the Wealthbox team are excited to announce the integration of Wealthbox CRM with Google Contacts. We believe that this advanced form of integration will improve the overall user experience. Now, Wealthbox users have one location to manage their contacts, including email addresses, phone numbers, and other contact information.
Wealthbox CRM is an online contact management service that helps businesses organize their contact information. We authenticate users into their existing Google accounts, and then we store all their contacts into our system. This way users can search through their contacts using any device or browser that they like. We also provide integrations with third-party applications such as Salesforce.com and Evernote.
Google Contacts is a free online service by Google that allows users to store and sync all their contacts with Gmail and other Android devices. Users can search for contacts and share them via email or social media websites such as Facebook and Twitter. They can also update their contacts from anywhere on the web by logging into their Google account. Google Contacts syncs its data with Microsoft Outlook and Apple’s Address Book for Mac OS X.
Wealthbox CRM is proud to announce the integration of Google Contacts with our online contact management service. If you would like to try it out, please visit https://www.wealthbox.com and signup for a free trial account!
The process to integrate Wealthbox CRM and Google Contacts may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.