Wealthbox CRM + BambooHR Integration

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

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Create Your Own Wealthbox CRM & BambooHR 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
Candidate is created in BambooHR
New employee is created in BambooHR
New time off request is received in BambooHR
Holiday is taken by employee in BambooHR
Report is changed in BambooHR

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 candiadate in BambooHR
Create Employee in BambooHR
Update employee in BambooHR
Respond to time off request in BambooHR
Get candidate by ID in BambooHR

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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

BambooHR is a cloud-based HR service that helps companies attract, manage and retain employees. It provides tools for benefits administration, employee self-service, performance reviews, payroll and much more.

See BambooHR Integrations