Wealthbox CRM + Acadle Integration

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Create Your Own Wealthbox CRM & Acadle Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Opportunity is created in Wealthbox CRM
Triggers the automation whenever any opportunity is updated
Contact is created in Wealthbox CRM
Task is created in Wealthbox CRM
Workflow is created in Wealthbox CRM
Triggers the automation whenever new content is created
Comment is created in Wealthbox CRM
Triggers the automation whenever a new contact is created
Event is created in Wealthbox CRM
Automatically retrieves a contact's information based on their ID
Project is created in Wealthbox CRM
Triggers the automation whenever a new project is created
Note is created in Wealthbox CRM
Triggers the automation whenever a new note is created
User is registered in Acadle
Triggers the automation whenever a user is registered
Instant
User completes course in Acadle
Triggers the automation whenever a user completes a course
Instant
User completes lesson in Acadle
Triggers the automation whenever a user completes a lesson
Instant
User badge is updated in Acadle
Triggers the automation whenever a user's badge is updated
Instant
User certificate is issued in Acadle
Triggers the automation whenever a user certificate is issued
Instant

Create Contact in Wealthbox CRM
Automatically adds a new contact to the database
Search contact by email in Wealthbox CRM
Automatically finds and retrieves contact information using their email address
Update Contact in Wealthbox CRM
Automatically updates contact information with new details
Search contact by phone in Wealthbox CRM
Automatically searches for a workflow template for a workflow
Search contact by name in Wealthbox CRM
Automatically find information about a contact using the name
Get contact by id in Wealthbox CRM
Automatically retrieves contact information based on the unique id provided
Create Opportunity in Wealthbox CRM
Automatically creates a new instance of the support system
Update Opportunity in Wealthbox CRM
Automatically updates the opportunity details as needed
Create Task in Wealthbox CRM
Automatically creates a new workflow
Update Task in Wealthbox CRM
Automatically updates the task with new information or changes
Create Note in Wealthbox CRM
Automatically creates a new note in the particular format
Update Note in Wealthbox CRM
Automatically updates a note with new information
Create Event in Wealthbox CRM
Automatically adds a new contact to the contact list
Update Event in Wealthbox CRM
Automatically updates event details with the latest information
Get workflow by id in Wealthbox CRM
Create workflow in Wealthbox CRM
Triggers the automation whenever a new event is created
Update workflow in Wealthbox CRM
Triggers the automation whenever a workflow is created
Search workflow template for workflow in Wealthbox CRM
Triggers the automation whenever a new task is created
Create Project in Wealthbox CRM
Automatically creates a new project
Update Project in Wealthbox CRM
Automatically updates project information
Invite User in Acadle
Automatically invites a user
Add user to groups in Acadle
Automatically assigns a user to one or more groups
Update user group in Acadle
Automatically updates the user group
Remove user from group in Acadle
Automatically removes a user from a group

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Integrate Wealthbox CRM & Acadle In 1 Click
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You Can Also Connect Wealthbox CRM or Acadle 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

Acadle is an all-in-one platform that allows you to build your own Academy. We provide cloud based solutions for employee onboarding, marketing training and customer acquisition on a single platform.

See Acadle Integrations