Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Read More
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
It's easy to connect Wealthbox CRM + SAP Jam 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.