Wealthbox CRM + Aircall Integration

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

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Create Your Own Wealthbox CRM & Aircall 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
Call is created in Aircall Instant
Call is ended in Aircall Instant
Call is tagged in Aircall Instant
Call started ringing on agents phone in Aircall Instant
Call is answered in Aircall Instant
Call is commented in Aircall Instant
Call is hungup in Aircall Instant
Call is assigned to agent in Aircall Instant
Call is declined by agent in Aircall Instant
Call is transferred in Aircall Instant
Call is archived in Aircall Instant
Call is untagged in Aircall Instant
Contact is created in Aircall Instant
Contact is updated in Aircall Instant
Contact is deleted in Aircall Instant
User is created in Aircall Instant
User is connected in Aircall Instant
User is deleted in Aircall Instant
User is disconnected in Aircall Instant
Number is created in Aircall Instant
Number is opened in Aircall Instant
Number is deleted in Aircall Instant
Number is closed in Aircall Instant

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 contact in Aircall
Search call in Aircall
Tag a call in Aircall
Add comment to call in Aircall
Pause call recording in Aircall
Resume call recording in Aircall
Delete call recording in Aircall

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Popular Alternative

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2,000 Tasks

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You Can Also Connect Wealthbox CRM or Aircall 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

Aircall is a cloud based phone system that connects your business to the world. It's a complete communication platform that combines advanced call center features with a powerful CRM and customer support tools.

See Aircall Integrations