?>

Integrate Wealthbox CRM with Smartsheet

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About Wealthbox CRM

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

About Smartsheet

Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.

Smartsheet Integrations
Smartsheet Alternatives

Looking for the Smartsheet Alternatives? Here is the list of top Smartsheet Alternatives

  • Google Sheets Integration Google Sheets

Best ways to Integrate Wealthbox CRM + Smartsheet

  • Wealthbox CRM Integration Smartsheet Integration

    Wealthbox CRM + Smartsheet

    Copy Workspace in Smartsheet when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Smartsheet Integration Copy Workspace
  • Wealthbox CRM Integration Smartsheet Integration

    Wealthbox CRM + Smartsheet

    Create Workspace to Smartsheet from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Smartsheet Integration Create Workspace
  • Wealthbox CRM Integration Smartsheet Integration

    Wealthbox CRM + Smartsheet

    Copy Row in Smartsheet when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Smartsheet Integration Copy Row
  • Wealthbox CRM Integration Smartsheet Integration

    Wealthbox CRM + Smartsheet

    Send Row in Smartsheet when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Smartsheet Integration Send Row
  • Wealthbox CRM Integration Smartsheet Integration

    Wealthbox CRM + Smartsheet

    Share Workspace in Smartsheet when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Smartsheet Integration Share Workspace
  • Wealthbox CRM Integration {{item.actionAppName}} Integration

    Wealthbox CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Wealthbox CRM + Smartsheet in easier way

It's easy to connect Wealthbox CRM + Smartsheet 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 Attachment

    Triggers whenever a new attachment is added to a row.

  • New Comment

    Triggers every time a new comment is added.

  • New Row

    Triggers whenever a new row is added.

  • Updated Row

    Triggers every time a row is updated.

    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.

  • Add Attachment to Row

    Adds a file attachment to a row.

  • Add Row to Sheet

    Add a row to a sheet.

  • Copy Row

    Duplicates row to another sheet.

  • Copy Workspace

    Creates a copy of the specified Workspace.

  • Create Workspace

    Creates a Workspace.

  • Move Row

    Moves row to another sheet.

  • Send Row

    Send a row via email.

  • Share Sheet

    Share a sheet.

  • Share Workspace

    Share a workspace.

  • Update Row

    Refresh an existing row with new values. A row ID is required.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Wealthbox CRM & Smartsheet Integrations Work

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

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Smartsheet as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Wealthbox CRM to Smartsheet.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Wealthbox CRM and Smartsheet

  • Wealthbox CRM?
  • Wealthbox CRM is a program that allows users to manage their contacts, tasks, appointments, and communications. It also includes features for managing personal finances. This program is designed for small businesses, freelancers, and individuals. It is free to use for up to 2 users within a company.

  • Smartsheet?
  • Smartsheet is an online platform that helps you plan, track, monitor, and manage your projects. It is used by more than 250,000 companies in more than 190 countries. It is useful for both individual users and team projects. It has features for project management, resource management, budgeting, time tracking, Gantt charts, time sheets, and more.

  • Integration of Wealthbox CRM and Smartsheet
  • Wealthbox CRM can be integrated with Smartsheet through Zapier. There are 3 different ways you can integrate Wealthbox CRM with Smartsheet through Zapier. First, you can integrate Wealthbox CRM with the fplowing Smartsheet templates:

    Second, you can integrate Wealthbox CRM with the fplowing Smartsheet apps:

    Third, you can manually integrate Wealthbox CRM with Smartsheet by creating your own Zaps. A Zap is simply a “set of actions” that connect two programs together. More specifically, it connects the trigger of one app with the action of another app. Zapier provides pre-made Zaps that can help you achieve this integration. You just need to select the apps that you want to connect.

    Below are some examples of how to integrate Wealthbox CRM with Smartsheet using Zapier:

    If you set up this integration, when you create or update an event in Wealthbox CRM, the same event will be created in Smartsheet. If you complete an event in Wealthbox CRM (mark it as completed), the same event will be marked as completed in Smartsheet. This will also mark the task in Wealthbox CRM as completed. If you add a new contact in Wealthbox CRM, the contact information will be added in Smartsheet. If you change anything in your contact in Wealthbox CRM, the contact information will be changed in Smartsheet. If you delete a contact in Wealthbox CRM, the contact information will be deleted from Smartsheet. If you send a message to a contact in Wealthbox CRM, a task will be created in Smartsheet. The content of the message will be transferred to the task’s description field. If you upload a file to a task in Wealthbox CRM, a document will be uploaded to the same task in Smartsheet. And if you delete a document from a task in Wealthbox CRM, the same document will be deleted from the task in Smartsheet.

  • Benefits of Integration of Wealthbox CRM and Smartsheet
  • Integrating Wealthbox CRM and Smartsheet provides many benefits to your business or organization:

    The process to integrate 403 Forbidden and 403 Forbidden may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.