Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Google Drive is one of the best file sync apps that let you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.Google Drive Integrations
Wealthbox CRM + Google DriveUpload File in Google Drive when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + Google DriveCreate File from Text to Google Drive from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + Google DriveCreate Folder to Google Drive from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + Google DriveUpload File in Google Drive when New Event is created in Wealthbox CRM Read More...
Wealthbox CRM + Google DriveCreate File from Text to Google Drive from New Event in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + Google Drive 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 new file is added to any of the folders.
Triggers whenever a new file is directly added to a specific folder.(but doesn't trigger when a file is added to the subfolders)
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.
Create a new file from plain text.
Create a new folder.
An existing file is copied to Google Drive from a different service.
Wealthbox CRM is a cloud based software that is designed to help businesses manage their customer relationship. It is easy to use and comes with all the basic features that are necessary for any business CRM.
Google drive is an online storage platform that allows users to work on documents, spreadsheets, presentations and photos using any device. Google drive is secure and confidential, as it complies with data protection laws and information security standards.
Integration of Wealthbox CRM and Google Drive will allow the two systems to share files, data and be able to back up files from one system to the other.
Users can utilize their time and resources better by saving them from having to switch between two different systems . Users can access all their data in one place, thus not having to look for files or information from different systems or programs. Businesses will be able to save money by utilizing Google drive for file sharing rather than purchasing expensive software for file sharing. They will also be able to avoid spending on recurring costs associated with software maintenance.
In conclusion, integration of Wealthbox CRM and Google Drive will allow businesses to save time, money and resources while improving efficiency.
The process to integrate Wealthbox CRM and Google Drive 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.