Integrate Wealthbox CRM with Pheedloop

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

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Pheedloop

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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 Pheedloop

Powerful Event Automation for High Growth Hybrid, In-Person & Virtual Events.

Wealthbox CRM + Pheedloop Quick Connects

Want to explore Wealthbox CRM + Pheedloop quick connects for faster integration? Here’s our list of the best Wealthbox CRM + Pheedloop quick connects.

Explore quick connects

Connect Wealthbox CRM + Pheedloop in easier way

It's easy to connect Wealthbox CRM + Pheedloop 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.
New Attendee added in Event

Triggers whenever an Attendee is created
New Event

Triggers when a new event is created.
New Exhibitor is created for an Event

Triggers when Exhibitor is created for given Event.
New Session For Event

Triggers when Session is created for given Event.
New Sponsor is created for an Event

Triggers when a Sponsor is created for given Event.
New User Registered For an Event

Triggers when New User Registers For given Event.

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.
Create Speaker for an Event

Creates a new Speaker for your specified Event.

How Wealthbox CRM & Pheedloop Integrations Work

Step 1: Choose Wealthbox CRM as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Pheedloop as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Wealthbox CRM to Pheedloop.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.