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Frequently Asked Questions

• Is Wealthbox CRM really free?

  Wealthbox CRM costs nothing for the Free-Forever plan. The free plan comes with some pretty restrictive limitations one power-up per board at a time, no custom images on the background of the board and 50 command runs per month on Butler Automation. However, its business plan costs $9.99 per user annually and costs for the Enterprise plan vary based on the number of users.

• What does Wealthbox CRM integrate with?

  With Appy Pie Connect, Wealthbox CRM integrates with more than 150 apps without any coding. Here is a list of some of popular Wealthbox CRM integrations:

  • Slack
  • Google Drive
  • Evernote
  • Salesforce
  • Gmail
  • Asana
  • GitHub
  • Airtable
  • And many more!

• How does Wealthbox CRM and Slack integrate?

  Here is how you can integrate Wealthbox CRM with Slack:

  • Go to Appy Pie Connect
  • Click on ‘Login In’ or create an account
  • Choose Wealthbox CRM as a trigger app and select trigger event
  • Enter Wealthbox CRM account details to authenticate it with Appy Pie Connect
  • Pick Slack as an action app
  • Select a resulting action from the Action List
  • Authenticate your Slack account
  • Your ‘Wealthbox CRM-Slack Integration’ is ready! It's time to start enjoying the benefits of workflow automation.

• Does Wealthbox CRM integrate with Shopify?

  With Appy Pie connect, Wealthbox CRM integrates with Shopify without any coding. This Wealthbox CRM-Shopify integration helps you stay on top of your Shopify tasks by automatically creating, updating, and organizing them in Wealthbox CRM.

• Does Wealthbox CRM integrate with Salesforce?

  Appy Pie Connect allows you to integrate Wealthbox CRM with Salesforce without any coding in just a few steps. This Wealthbox CRM-Salesforce integration can automate multiple repetitive tasks between apps.

• Does Wealthbox CRM integrate with Facebook?

  Here is how Wealthbox CRM integrates with Facebook:

  • Go to Appy Pie Connect
  • Create an account or login if you already have an account
  • Choose Wealthbox CRM as a trigger app and select trigger event
  • Enter Wealthbox CRM account details to authenticate it with Appy Pie Connect
  • Select Facebook as an action app
  • Select an action
  • Authenticate your Facebook account
  • Cheers, your Wealthbox CRM, and Facebook apps are ready to work hand in hand.