BL.INK + Wealthbox CRM Integration

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

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Create Your Own BL.INK & Wealthbox CRM Integration Without Any Code

Create Custom Workflow

Link is created in BL.INK
Domain is created in BL.INK
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

Create a link in BL.INK
Search Link by Alias in BL.INK
Update Domain in BL.INK
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

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

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Integrate BL.INK & Wealthbox CRM In 1 Click
And Save Time & Money Both

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You Can Also Connect BL.INK or Wealthbox CRM With 1200+ Other Apps

BL.INK helps you create smart links and branded links which make sharing easier with just a single click. Also, it allows you to track the performance of your links and understand what's working best for your business.

See BL.INK Integrations

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