Connect Wealthbox CRM to Google Drive
Workload lets you integrate Wealthbox CRM with Google Drive in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.
If this happens in Wealthbox CRM...
Then do this action in Google Drive!
How to Integrate Wealthbox CRM and Google Drive
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1. Authenticate your Wealthbox CRM and Google Drive accounts.
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2. Use one of the apps as a trigger to start the workflow.
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3. Choose one of the actions from the other app.
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4. Map the data fields you want to pass from one app to the other.
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5. If you get stuck, we’re here to help! Request help directly from the web application.
Video Tutorial: Integrate Wealthbox CRM and Google Drive Using Workload
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From small workflows with just two steps to large critical operations, Workload automates work so teams aren’t bottlenecked with repetitive tasks.
Supported Wealthbox CRM + Google Drive Integrations
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Related CategoriesCRM (Customer Relationship Management)
Similar Wealthbox CRM Apps
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 Wealthbox CRM 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.
About Google Drive
File sharing platform that allows users to store and share contacts, photos, videos, presentations, recordings and more. Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
Related CategoriesFile Management & Storage
Similar Google Drive Apps
Yes! Google Drive and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Google Drive through it’s OAuth2.0 connection.
Prices for Google Drive vary according to usage. For the most accurate pricing, visit https://googledrive.com/pricing for more details.