Device Magic + Wealthbox CRM Integration

Connect Device Magic to Wealthbox CRM in 1 click

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1.
  • Device Magic
    Form is submitted in Device Magic Instant
  • 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
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2.

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Ready Workflows Ready Workflows   for Device Magic + Wealthbox CRM Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Device Magic + Wealthbox CRM Integration

Create Wealthbox CRM contact for new Device Magic response

When someone completes your Device Magic, 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 Device Magic is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Device Magic - Wealthbox CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Device Magic + Wealthbox CRM Integration

Create Wealthbox CRM opportunity for new Device Magic response

Integrating your Wealthbox CRM with your Device Magic, 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 Device Magic - 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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Device Magic + Wealthbox CRM Integration

Create Wealthbox CRM task for new Device Magic 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 Device Magic 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 Device Magic response received today - your customers will thank you for it!
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Automations

Top 10 Most Popular Device Magic Automations from
Integrately Community

Just click on the workflow you want to automate

Device Magic logo
Salesforce logo
Create Salesforce record for new Device Magic response
Activate
Device Magic logo
CompanyHub logo
Create CompanyHub record for new Device Magic response
Device Magic logo
Zoho CRM logo
Create Zoho CRM module for new Device Magic response
Device Magic logo
Notion logo
Create Notion database item for new Device Magic response
Device Magic logo
Stackby logo
Create Stackby row for new Device Magic response
Device Magic logo
Salesforce logo
Create Salesforce record for new Device Magic response
Activate
Device Magic logo
CompanyHub logo
Create CompanyHub record for new Device Magic response
Device Magic logo
Zoho CRM logo
Create Zoho CRM module for new Device Magic response
Device Magic logo
Notion logo
Create Notion database item for new Device Magic response
Device Magic logo
Stackby logo
Create Stackby row for new Device Magic response
Device Magic logo
Zoho Sheet logo
Create Zoho Sheet row for new Device Magic response
Device Magic logo
Teamup Calendar logo
Create Teamup Calendar event for new Device Magic response
Device Magic logo
Braintree logo
Create Braintree customer from new Device Magic response
Device Magic logo
Fluid Pay logo
Create Fluid Pay contact from new Device Magic response
Device Magic logo
Katana Cloud Manufacturing logo
Create Katana Cloud Manufacturing order for new Device Magic response
Device Magic logo
Zoho Sheet logo
Create Zoho Sheet row for new Device Magic response
Device Magic logo
Teamup Calendar logo
Create Teamup Calendar event for new Device Magic response
Device Magic logo
Braintree logo
Create Braintree customer from new Device Magic response
Device Magic logo
Fluid Pay logo
Create Fluid Pay contact from new Device Magic response
Device Magic logo
Katana Cloud Manufacturing logo
Create Katana Cloud Manufacturing order for new Device Magic response

Top 10 Most Popular Wealthbox CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM opportunity for new Autopilot contact
02
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Autopilot contact
03
Block Survey logo
Wealthbox CRM logo
Create Wealthbox CRM task for new Block Survey form response
04
WordPress logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new WordPress user
05
Cognito Forms logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Cognito Forms entry
cloud
Wealthbox CRM
app integration
06
Notion logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Notion database item
07
WPForms logo
Wealthbox CRM logo
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
08
Wealthbox CRM logo
Chatwork logo
Create Chatwork task for new Wealthbox CRM opportunity
09
Ontraport logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Ontraport response
10
Wealthbox CRM logo
Clockify logo
Create Clockify task for new Wealthbox CRM opportunity
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
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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 Device Magic or Wealthbox CRM With 1400+ Other Apps

Device Magic
Device Magic
Device Magic is a mobile form builder that enables you to create, edit, and fill forms on your iOS or Android device. Capture data from virtually any source and turn it into actionable insights - immediately.
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!