Integrate with Wealthbox CRM
Workload lets you connect Wealthbox CRM with 100's of the most popular business apps, so you can automate your work and have more time for what matters most—no code required.
The Best Wealthbox CRM Integrations
Ways to build integrated Wealthbox CRM workflows
Wealthbox CRM integration info
Wealthbox CRM makes doing your job a lot easier. Now you can use Wealthbox CRM with Workload to make connecting with the apps and APIs you already use a breeze. Save hours every week by using Workload to automatically create or update items in Wealthbox CRM from the other apps you use.
Supported Wealthbox CRM API Actions
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Yes! Wealthbox CRM and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to through it’s OAuth2.0 connection.
Prices for Wealthbox CRM vary according to usage. For the most accurate pricing, visit https://wealthbox.com/pricing for more details.