Wealthbox CRM + SAP Jam Integrations

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

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About Wealthbox CRM

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

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About SAP Jam

SAP Jam Collaboration is an enterprise social collaboration platform that brings together people, information, data and business processes to solve problems quickly and get more work done. With it, you can improve your social collaboration process, increase customer & employee engagement, reduce training costs, and more.

SAP Jam Integrations
Connect Wealthbox CRM + SAP Jam in easier way

It's easy to connect Wealthbox CRM + SAP Jam 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am