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Create Your Own Close & Wealthbox CRM Integration In Clicks

What Do You Want To Automate?
Close
Wealthbox CRM
Whenthis happens
  • Project is created in Wealthbox CRM
    Project is created in Wealthbox CRM
  • Workflow is created in Wealthbox CRM
    Workflow is created in Wealthbox CRM
  • Comment is created in Wealthbox CRM
    Comment is created in Wealthbox CRM
  • Task is created in Wealthbox CRM
    Task is created in Wealthbox CRM
  • Note is created in Wealthbox CRM
    Note is created in Wealthbox CRM
  • Event is created in Wealthbox CRM
    Event is created in Wealthbox CRM
  • Opportunity is created in Wealthbox CRM
    Opportunity is created in Wealthbox CRM
  • Contact is created in Wealthbox CRM
    Contact is created in Wealthbox CRM
  • Lead is created using search query in Close
    Lead is created using search query in Close
  • Note is created in Close
    Note is created in Close
  • Contact is created in Close
    Contact is created in Close Instant
  • Call is created in Close
    Call is created in Close Instant
  • Email is created in Close
    Email is created in Close Instant
  • Lead Status change is created in Close
    Lead Status change is created in Close Instant
  • Membership is activated in Close
    Membership is activated in Close Instant
  • Opportunity status change is created in Close
    Opportunity status change is created in Close Instant
  • Email Sequence Subscription created or updated in Close
    Email Sequence Subscription created or updated in Close Instant
  • Task is created in Close
    Task is created in Close Instant
  • Call is updated in Close
    Call is updated in Close Instant
  • Custom activity is created or updated in Close
    Custom activity is created or updated in Close Instant
  • Export is created in Close
    Export is created in Close Instant
  • Lead is created in Close
    Lead is created in Close Instant
  • Meeting is created in Close
    Meeting is created in Close Instant
  • Opportunity is created in Close
    Opportunity is created in Close Instant
  • SMS is created in Close
    SMS is created in Close Instant
Dothis
  • Find workflow by id in Wealthbox CRM
    Find workflow by id in Wealthbox CRM
  • Create Project in Wealthbox CRM
    Create Project in Wealthbox CRM
  • Create Contact in Wealthbox CRM
    Create Contact in Wealthbox CRM
  • Create Task in Wealthbox CRM
    Create Task in Wealthbox CRM
  • Create Event in Wealthbox CRM
    Create Event in Wealthbox CRM
  • Create Opportunity in Wealthbox CRM
    Create Opportunity in Wealthbox CRM
  • Create Note in Wealthbox CRM
    Create Note in Wealthbox CRM
  • Find contact by email in Wealthbox CRM
    Find contact by email in Wealthbox CRM
  • Find contact by name in Wealthbox CRM
    Find contact by name in Wealthbox CRM
  • Find contact by phone in Wealthbox CRM
    Find contact by phone in Wealthbox CRM
  • Find contact by id in Wealthbox CRM
    Find contact by id in Wealthbox CRM
  • Start workflow in Wealthbox CRM
    Start workflow in Wealthbox CRM
  • Find workflow template for workflow in Wealthbox CRM
    Find workflow template for workflow in Wealthbox CRM
  • Update Contact in Wealthbox CRM
    Update Contact in Wealthbox CRM
  • Update Event in Wealthbox CRM
    Update Event in Wealthbox CRM
  • Update Opportunity in Wealthbox CRM
    Update Opportunity in Wealthbox CRM
  • Update Note in Wealthbox CRM
    Update Note in Wealthbox CRM
  • Update Project in Wealthbox CRM
    Update Project in Wealthbox CRM
  • Update Task in Wealthbox CRM
    Update Task in Wealthbox CRM
  • Create workflow in Wealthbox CRM
    Create workflow in Wealthbox CRM
  • Update workflow in Wealthbox CRM
    Update workflow in Wealthbox CRM
  • Create contact in Close
    Create contact in Close
  • Create lead in Close
    Create lead in Close
  • Update lead in Close
    Update lead in Close
  • Add address to lead in Close
    Add address to lead in Close
  • Delete logged call in Close
    Delete logged call in Close
  • Delete email in Close
    Delete email in Close
  • Delete email address from contact in Close
    Delete email address from contact in Close
  • Merge two leads in Close
    Merge two leads in Close
  • Create bulk email in Close
    Create bulk email in Close
  • Create bulk sequence subscription action in Close
    Create bulk sequence subscription action in Close
  • Run activity overview report in Close
    Run activity overview report in Close
  • Create call in Close
    Create call in Close
  • Create email in Close
    Create email in Close
  • Create custom activity in Close
    Create custom activity in Close
  • Create export in Close
    Create export in Close
  • Create note in Close
    Create note in Close
  • Create opportunity in Close
    Create opportunity in Close
  • Run sent email report in Close
    Run sent email report in Close
  • Run opportunity report in Close
    Run opportunity report in Close
  • Create smart view in Close
    Create smart view in Close
  • Subscribe Contact to Email Sequence in Close
    Subscribe Contact to Email Sequence in Close
  • Run status change report in Close
    Run status change report in Close
  • Create SMS in Close
    Create SMS in Close
  • Create task in Close
    Create task in Close
  • Update call in Close
    Update call in Close
  • Toggle Forwarding on Phone Number in Close
    Toggle Forwarding on Phone Number in Close
  • Update custom activity in Close
    Update custom activity in Close
  • Update contact in Close
    Update contact in Close
  • Update opportunity in Close
    Update opportunity in Close
  • Update note in Close
    Update note in Close
  • Update smart view in Close
    Update smart view in Close
  • Update email sequence subscription in Close
    Update email sequence subscription in Close
  • Update task in Close
    Update task in Close
  • Search contact in Close
    Search contact in Close
  • Search opportunity in Close
    Search opportunity in Close
  • Search call in Close
    Search call in Close
  • Search custom activity in Close
    Search custom activity in Close
  • Search email sequence subscription in Close
    Search email sequence subscription in Close
  • Search lead in Close
    Search lead in Close
  • Search user in Close
    Search user in Close
  • Search number of Leads in Query in Close
    Search number of Leads in Query in Close
  • Search connected account in Close
    Search connected account in Close
  • Search note in Close
    Search note in Close
  • Search task in Close
    Search task in Close
Integrate in 1 Click

You can also customize or create your own automation and add conditions and
multiple actions
etc. And that is also really easy in Integrately.

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