Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Read More
Kajabi is an all-in-one platform for creating, marketing, selling, and delivering your digital content. It easily integrates with any application and is compatible with all the devices you use every day.Kajabi Integrations
It's easy to connect Wealthbox CRM + Kajabi 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.