Wealthbox CRM + 3Scribe Integration

Integrately lets you integrate Wealthbox CRM and 3Scribe instantly - without any learning curve.

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Create Your Own Wealthbox CRM & 3Scribe Integration Without Any Code

Create Custom Workflow

Opportunity is created in Wealthbox CRM
Contact is created in Wealthbox CRM
Task is created in Wealthbox CRM
Workflow is created in Wealthbox CRM
Comment is created in Wealthbox CRM
Event is created in Wealthbox CRM
Project is created in Wealthbox CRM
Note is created in Wealthbox CRM
Transcription job is completed in 3Scribe

Create Contact in Wealthbox CRM
Search contact by email in Wealthbox CRM
Update Contact in Wealthbox CRM
Search contact by phone in Wealthbox CRM
Search contact by name in Wealthbox CRM
Get contact by id in Wealthbox CRM
Create Opportunity in Wealthbox CRM
Update Opportunity in Wealthbox CRM
Create Task in Wealthbox CRM
Update Task in Wealthbox CRM
Create Note in Wealthbox CRM
Update Note in Wealthbox CRM
Create Event in Wealthbox CRM
Update Event in Wealthbox CRM
Get workflow by id in Wealthbox CRM
Create workflow in Wealthbox CRM
Update workflow in Wealthbox CRM
Search workflow template for workflow in Wealthbox CRM
Create Project in Wealthbox CRM
Update Project in Wealthbox CRM
Create transcription job in 3Scribe
Search for Transcription Jobs in 3Scribe

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Popular Alternative

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2,000 Tasks

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Integrate Wealthbox CRM & 3Scribe In 1 Click
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You Can Also Connect Wealthbox CRM or 3Scribe With 1200+ Other Apps

Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!

See Wealthbox CRM Integrations

3Scribe is a next generation text-to-speech company that is revolutionizing the way spoken content is transcribed. Our new AI based API results in a completely automated and highly accurate conversion of audio or video files into text.

See 3Scribe Integrations