Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Integrations for Airtable(Outh v2)It's easy to connect Wealthbox CRM + Airtable(Outh v2) 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.
Triggers when a new record is available.
Triggers when a new record is available.
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.
Creates a new record with auto-populating fields
Update the values of specific cells in an Airtable record.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)