Wealthbox CRM + Delighted Integration

Connect Wealthbox CRM to Delighted in 1 click

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1.
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM
  • Wealthbox CRM
    Contact is created in Wealthbox CRM
  • Wealthbox CRM
    Task is created in Wealthbox CRM
  • Wealthbox CRM
    Workflow is created in Wealthbox CRM
  • Wealthbox CRM
    Comment is created in Wealthbox CRM
  • Wealthbox CRM
    Event is created in Wealthbox CRM
  • Wealthbox CRM
    Project is created in Wealthbox CRM
  • Wealthbox CRM
    Note is created in Wealthbox CRM
  • Delighted
    New survey response is received in Delighted Instant
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2.

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Ready Workflows Ready Workflows   for Wealthbox CRM + Delighted Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Delighted + Wealthbox CRM Integration

Create Wealthbox CRM contact for new Delighted response

When someone completes your Delighted, a new contact is automatically created in your Wealthbox CRM. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Delighted is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Delighted - Wealthbox CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Delighted + Wealthbox CRM Integration

Create Wealthbox CRM task for new Delighted response

It's important to stay on top of your customer relationships, and one way to do that is to create Wealthbox CRM tasks for new Delighted responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Wealthbox CRM task for new Delighted response received today - your customers will thank you for it!
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Delighted + Wealthbox CRM Integration

Create Wealthbox CRM opportunity for new Delighted response

Integrating your Wealthbox CRM with your Delighted, can help you automatically create new opportunitys based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Delighted - Wealthbox CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Automations

Top 10 Most Popular Wealthbox CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM opportunity for new Autopilot contact
Activate
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Autopilot contact
Activate
Block Survey logo
Wealthbox CRM logo
Create Wealthbox CRM task for new Block Survey form response
Activate
WordPress logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new WordPress user
Activate
Cognito Forms logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Cognito Forms entry
Activate
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM opportunity for new Autopilot contact
Activate
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Autopilot contact
Activate
Block Survey logo
Wealthbox CRM logo
Create Wealthbox CRM task for new Block Survey form response
Activate
WordPress logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new WordPress user
Activate
Cognito Forms logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Cognito Forms entry
Activate
Notion logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Notion database item
Activate
WPForms logo
Wealthbox CRM logo
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
Activate
Wealthbox CRM logo
Chatwork logo
Create Chatwork task for new Wealthbox CRM opportunity
Activate
Ontraport logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Ontraport response
Wealthbox CRM logo
Clockify logo
Create Clockify task for new Wealthbox CRM opportunity
Activate
Notion logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Notion database item
Activate
WPForms logo
Wealthbox CRM logo
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
Activate
Wealthbox CRM logo
Chatwork logo
Create Chatwork task for new Wealthbox CRM opportunity
Activate
Ontraport logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Ontraport response
Wealthbox CRM logo
Clockify logo
Create Clockify task for new Wealthbox CRM opportunity
Activate

Top 10 Most Popular Delighted Automations from
Integrately Community

Most popularmost-popular-automations
01
Delighted logo
Salesforce logo
Create Salesforce record for new Delighted response
02
Delighted logo
CompanyHub logo
Create CompanyHub record for new Delighted response
03
Delighted logo
Zoho CRM logo
Create Zoho CRM module for new Delighted response
04
Delighted logo
Notion logo
Create Notion database item for new Delighted response
05
Delighted logo
Stackby logo
Create Stackby row for new Delighted response
cloud
Delighted
app integration
06
Delighted logo
Smartsheet logo
Create Smartsheet row for new Delighted response
07
Delighted logo
Ninox logo
Create Ninox record for new Delighted response
08
Delighted logo
Coda logo
Create Coda row for new Delighted response
09
Delighted logo
Zoho Analytics logo
Create Zoho Analytics row for new Delighted response
10
Delighted logo
Microsoft Excel logo
Create Microsoft Excel row for new Delighted response
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How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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You Can Also Connect Wealthbox CRM or Delighted With 1400+ Other Apps

Wealthbox CRM
Wealthbox CRM
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!
Delighted
Delighted
Delighted is the easiest and most beautiful way to measure customer happiness. It delivers a single feedback survey to your customers after every interaction, so you can understand how they feel about your product or service.