Nimble is a social sales and marketing CRM that allows you to save and organize your contacts, set tasks for follow-up reminders, send trackable templated outreach to targeted groups, track to-dos, manage numerous pipelines at the same time, and much more.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Integrations for Wealthbox CRMIt's easy to connect Nimble + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when you add a new contact.
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.
Creates a new contact.
Create a new task.
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.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)