Create Heights Platform student for new Wealthbox CRM contact
Wealthbox CRM + Heights Platform Integration
Wealthbox CRM + Heights Platform Integration
Connect Wealthbox CRM with Heights Platform in a few clicks
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Select 1 Click Automation
Create Wealthbox CRM contact for new Heights Platform student
Heights Platform + Wealthbox CRM Integration
When Course is completed in Heights Platform > Check any condition > Create Contact in Wealthbox CRM > Grant role to student in Heights Platform
Heights Platform + Wealthbox CRM Integration
When Course is completed in Heights Platform > Check any condition > Update Contact in Wealthbox CRM > Grant role to student in Heights Platform
Heights Platform + Wealthbox CRM Integration
When Student course is completed in Heights Platform > Check any condition > Create Contact in Wealthbox CRM > Grant role to student in Heights Platform
Heights Platform + Wealthbox CRM Integration
When Student course is completed in Heights Platform > Check any condition > Update Contact in Wealthbox CRM > Grant role to student in Heights Platform
Heights Platform + Wealthbox CRM Integration
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