We'll send you an email when the integration is ready and keep you informed on all the latest Connect updates.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.
Keap Max Classic IntegrationsIt's easy to connect Wealthbox CRM + Keap Max Classic 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 when you add a new affiliate.
Triggers when you add a new company.
Triggers when you add a new contact.
Triggers when you add a new opportunity.
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Triggers when you add a new product.
Triggers when you add a new tag.
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 company.
Creates a note on an existing contact
Creates a new order.
Create a new Product.
Creates a new contact. Can be used to update existing contacts too.
Find a Contact by their Email Address or Username.
Applies a tag to an existing contact.
(30 seconds)
(10 seconds)
(30 seconds)
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(2 minutes)