Wealthbox CRM + Vinli Integrations

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

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

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 Vinli

Vinli is a universal car-to-cloud data computing platform that turns any car into a smart car.

Connect Wealthbox CRM + Vinli in easier way

It's easy to connect Wealthbox CRM + Vinli without coding knowledge. Start creating your own business flow.

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.