Wealthbox CRM + Kajabi Integrations

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

Integrate Wealthbox CRM with Kajabi 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 Kajabi integration helps boost your business’ efficiency.

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Wealthbox CRM Integrations

About Wealthbox CRM

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

About Kajabi

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

Connect Wealthbox CRM + Kajabi in easier way

It's easy to connect Wealthbox CRM + Kajabi 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.

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.