Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Read More
Pipeliner is the best customer relationship management software that allows users to gain a comprehensive view of their customers and prospects and even map out how they are influencing a sale.Pipeliner Integrations
It's easy to connect Wealthbox CRM + Pipeliner 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.