Breezy HR + Wealthbox CRM Integration

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

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Create Your Own Breezy HR & Wealthbox CRM Integration Without Any Code

Create Custom Workflow

New candidate is added to an active position in Breezy HR
New position is created and is set active in Breezy HR
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 candidate in Breezy HR
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

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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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You Can Also Connect Breezy HR or Wealthbox CRM With 1200+ Other Apps

Breezy HR is an easy-to-use, visually engaging recruiting tool that helps you hire great talent. Our powerful features and intelligent matching algorithms help you find the best candidates faster than ever before.

See Breezy HR 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