Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Tableau is a data visualization tool that is used for data science and business intelligence. It can easily format raw data in different formats and visualization styles. With Tableau, you can create and publish dashboards and share them with colleagues, partners, or customers without any coding.
Integrations for TableauIt's easy to connect Wealthbox CRM + Tableau 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 data source occurred.
Triggers when a new project occurred.
Triggers when a new view created.
Triggers when a new workbook created.
Triggers when an existing data source is updated
Triggers when an existing view is updated in a workbook.
Triggers when an existing workbook is updated.
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 data source in tableau.
Creates a new workbook in tableau.
Updates an existing data source in tableau.
Update an existing workbook in tableau.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)