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Wealthbox CRM + AIDA Form Integration

Connect Wealthbox CRM to AIDA Form - Automate your workflows in 1-click

Make use of Wealthbox CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With AIDA Form automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Combine the benefits of both with Integrately’s Wealthbox CRM + AIDA Form integration.

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Ready Workflows For Wealthbox CRM + AIDA Form Integration

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Create Wealthbox CRM task for new AIDA Form form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Wealthbox CRM tasks for new AIDA Form form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Wealthbox CRM task for new AIDA Form form submission received today - your customers will thank you for it!

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When Form is submitted in AIDA Form > Search contact by email in Wealthbox CRM > Check condition > (If found) > Update Opportunity in Wealthbox CRM > (Else) > Create Contact in Wealthbox CRM > Update Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by email in Wealthbox CRM > Check condition > (If found) > Update Opportunity in Wealthbox CRM > (Else) > Update Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by email in Wealthbox CRM > Check condition > (If found) > Update Opportunity in Wealthbox CRM > (Else) > Update Contact in Wealthbox CRM > Update Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by name in Wealthbox CRM > Check condition > (If found) > Create Opportunity in Wealthbox CRM > (Else) > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by name in Wealthbox CRM > Check condition > (If found) > Create Opportunity in Wealthbox CRM > (Else) > Create Contact in Wealthbox CRM > Update Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by name in Wealthbox CRM > Check condition > (If found) > Create Opportunity in Wealthbox CRM > (Else) > Update Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by name in Wealthbox CRM > Check condition > (If found) > Create Opportunity in Wealthbox CRM > (Else) > Update Contact in Wealthbox CRM > Update Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by name in Wealthbox CRM > Check condition > (If found) > Update Opportunity in Wealthbox CRM > (Else) > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by name in Wealthbox CRM > Check condition > (If found) > Update Opportunity in Wealthbox CRM > (Else) > Create Contact in Wealthbox CRM > Update Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by name in Wealthbox CRM > Check condition > (If found) > Update Opportunity in Wealthbox CRM > (Else) > Update Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by name in Wealthbox CRM > Check condition > (If found) > Update Opportunity in Wealthbox CRM > (Else) > Update Contact in Wealthbox CRM > Update Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by phone in Wealthbox CRM > Check condition > (If found) > Create Opportunity in Wealthbox CRM > (Else) > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by phone in Wealthbox CRM > Check condition > (If found) > Create Opportunity in Wealthbox CRM > (Else) > Create Contact in Wealthbox CRM > Update Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by phone in Wealthbox CRM > Check condition > (If found) > Create Opportunity in Wealthbox CRM > (Else) > Update Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by phone in Wealthbox CRM > Check condition > (If found) > Create Opportunity in Wealthbox CRM > (Else) > Update Contact in Wealthbox CRM > Update Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by phone in Wealthbox CRM > Check condition > (If found) > Update Opportunity in Wealthbox CRM > (Else) > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by phone in Wealthbox CRM > Check condition > (If found) > Update Opportunity in Wealthbox CRM > (Else) > Create Contact in Wealthbox CRM > Update Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by phone in Wealthbox CRM > Check condition > (If found) > Update Opportunity in Wealthbox CRM > (Else) > Update Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

When Form is submitted in AIDA Form > Search contact by phone in Wealthbox CRM > Check condition > (If found) > Update Opportunity in Wealthbox CRM > (Else) > Update Contact in Wealthbox CRM > Update Opportunity in Wealthbox CRM

AIDA Form + Wealthbox CRM Integration

1of4

Create Your Own Wealthbox CRM & AIDA Form Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Wealthbox CRM + AIDA Form Integration

1.

Opportunity is created in Wealthbox CRM
Triggers the automation when any opportunity is updated
Contact is created in Wealthbox CRM
Triggers the automation when a new contact is created
Task is created in Wealthbox CRM
Triggers the automation when a new task is created
Workflow is created in Wealthbox CRM
Triggers the automation when a workflow is created
Comment is created in Wealthbox CRM
Triggers the automation when a new comment is created
Event is created in Wealthbox CRM
Triggers the automation when a new event is created
Project is created in Wealthbox CRM
Triggers the automation when a new project is created
Note is created in Wealthbox CRM
Triggers the automation when a new note is created
Form is submitted in AIDA Form
Triggers the automation when a form is filled
Instant

2.

Create Contact in Wealthbox CRM
Adds a new contact to the database
Search contact by email in Wealthbox CRM
Finds and retrieves contact information using their email address
Update Contact in Wealthbox CRM
Updates contact information with new details
Search contact by phone in Wealthbox CRM
Finds information about a contact using the phone number
Search contact by name in Wealthbox CRM
Finds information about a contact using the name
Get contact by id in Wealthbox CRM
Retrieves a contact's information based on their id
Create Opportunity in Wealthbox CRM
Creates a new instance of the support system
Update Opportunity in Wealthbox CRM
Updates the opportunity details as needed
Create Task in Wealthbox CRM
Creates a new task
Update Task in Wealthbox CRM
Updates the task with new information or changes
Create Note in Wealthbox CRM
Creates a new note in the particular format
Update Note in Wealthbox CRM
Updates a note with new information
Create Event in Wealthbox CRM
Adds a new contact to the contact list
Update Event in Wealthbox CRM
Updates event details with the latest information
Get workflow by id in Wealthbox CRM
Retrieves contact information based on the unique id provided
Create workflow in Wealthbox CRM
Creates a new workflow
Update workflow in Wealthbox CRM
Updates the workflow with new changes or information
Search workflow template for workflow in Wealthbox CRM
Searches for a workflow template for a workflow
Create Project in Wealthbox CRM
Creates a new project
Update Project in Wealthbox CRM
Updates project information

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

Integrate Wealthbox CRM & AIDA Form In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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You Can Also Connect Wealthbox CRM or AIDA Form 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

AidaForm is your online solution to create and publish flexible and professional forms, manage data collected from them, analyze the results, share reports with third-party apps or services and collaborate with colleagues.

See AIDA Form Integrations

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