Integrate CheckMarket with Wealthbox CRM using AI Agents
Appy Pie Automate allows you to automate multiple workflows between CheckMarket and Wealthbox CRM
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CheckMarket is an enterprise survey platform that will assist you and your team in creating and implementing effective and engaging surveys as well as providing you with relevant and actionable data.
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Wealthbox CRM IntegrationsIt's easy to connect CheckMarket + Wealthbox CRM without coding knowledge. Start creating your own business flow.
- Triggers
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New Complete RespondentTriggers when a respondent has completed a survey.
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New Partial Respondent
Triggers when a respondent has submitted a page, occurs for each page a respondent completes.
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Panelist Unsubscribed
Triggers when a panelists chooses to opt out of receiving further emails from the sender.
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New CommentTriggers when a new comment is created.
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New Contact
Triggers when a new contact is created.
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New Event
Triggers when a new event is created.
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New Note
Triggers when a new note is created.
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New Opportunity
Triggers when a new opportunity is created.
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New Project
Triggers when a new project is created.
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New Workflow
Triggers when a new workflow is created.
- Actions
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Send Survey Invitation
Add a new panelist to your survey. If your survey is Live and the CheckMarket email channel is active, a survey invitation will be automatically sent.
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Add Member to Household
Adds a new family member to a household.
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Create Contact
Creates a new contact.
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Create Event
Creates a new event.
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Create Household
Create a new household
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Create Note
Creates a new note.
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Create Opportunity
Creates a new opportunity.
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Create Project
Creates a new project.
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Create Task
Creates a new task.
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Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
How CheckMarket & Wealthbox CRM Integrations Work
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Step 1: Choose CheckMarket as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Wealthbox CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from CheckMarket to Wealthbox CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.