Wealthbox CRM + Ezekia Integration
Connect Wealthbox CRM to Ezekia in 1 click
Free forever.Use premium features free for 14 days.1.
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
Assignment is converted to list in Ezekia Instant- Assignment is converted to opportunity in Ezekia Instant
- Assignment document is uploaded in Ezekia Instant
- Billing contact is added in Ezekia Instant
- Candidate is added to assignment in Ezekia Instant
- Candidate is removed from assignment in Ezekia Instant
- Candidate status is added in Ezekia Instant
- Candidate pipeline status is changed in Ezekia Instant
- Candidate status is deleted in Ezekia Instant
- Company document is uploaded in Ezekia Instant
- Company status is changed in Ezekia Instant
- Company off limit is created in Ezekia
- Person is created in Ezekia
- Project is created in Ezekia
- Person is added to list in Ezekia
- Person is updated in Ezekia
- Project is updated in Ezekia
- Person off limit is created in Ezekia
- Education is added to person in Ezekia Instant
- Fixed fee is locked in Ezekia Instant
- Fixed fee is updated in Ezekia Instant
- Invoice is locked in Ezekia Instant
- Invoice is unlocked in Ezekia Instant
- Invoice is updated in Ezekia Instant
- Invoice status is changed in Ezekia Instant
- List is converted to assignment in Ezekia Instant
- List is converted to opportunity in Ezekia Instant
- List document is uploaded in Ezekia Instant
- Meeting is deleted in Ezekia Instant
- Company is created in Ezekia Instant
- Fixed fee is created in Ezekia Instant
- Invoice is created in Ezekia Instant
- Meeting is created in Ezekia Instant
- Revenue is created in Ezekia Instant
- Task is created in Ezekia Instant
- Opportunity completion is changed in Ezekia Instant
- Opportunity is converted to assignment in Ezekia Instant
- Opportunity is converted to list in Ezekia Instant
- Opportunity document is uploaded in Ezekia Instant
- Person education is deleted in Ezekia Instant
- Person position is deleted in Ezekia Instant
- Person position is updated in Ezekia Instant
- Person is removed from list in Ezekia Instant
- Person tag is added in Ezekia Instant
- Person tag is removed in Ezekia Instant
- Project status is changed in Ezekia
- Person document is uploaded in Ezekia Instant
- Fixed fee is unlocked in Ezekia Instant
- Company is updated in Ezekia Instant
- Fixed fee is deleted in Ezekia Instant
- Revenue is updated in Ezekia Instant
- Revenue is deleted in Ezekia Instant
- Revenue is locked in Ezekia Instant
- Revenue is unlocked in Ezekia Instant
- Task is updated in Ezekia Instant
- Task is deleted in Ezekia Instant
- Person education is deleted in Ezekia Instant
- Person position is created in Ezekia Instant
- Person education is updated in Ezekia Instant
- Meeting is updated in Ezekia Instant
2.
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Top 10 Most Popular Wealthbox CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Wealthbox CRM opportunity for new Autopilot contact
Create Wealthbox CRM contact for new Autopilot contact
Create Wealthbox CRM task for new Block Survey form response
Create Wealthbox CRM contact for new WordPress user
Create Wealthbox CRM contact for new Cognito Forms entry
Create Wealthbox CRM opportunity for new Autopilot contact
Create Wealthbox CRM contact for new Autopilot contact
Create Wealthbox CRM task for new Block Survey form response
Create Wealthbox CRM contact for new WordPress user
Create Wealthbox CRM contact for new Cognito Forms entry
Create Wealthbox CRM contact for new Notion database item
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
Create Chatwork task for new Wealthbox CRM opportunity
Create Wealthbox CRM contact for new Ontraport response
Create Clockify task for new Wealthbox CRM opportunity
Create Wealthbox CRM contact for new Notion database item
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
Create Chatwork task for new Wealthbox CRM opportunity
Create Wealthbox CRM contact for new Ontraport response
Create Clockify task for new Wealthbox CRM opportunity
Top 10 Most Popular Ezekia Automations from
Integrately Community
Most popular
01
Create Ezekia person for new Pipeliner Cloud contact
02
Create Pipeliner Cloud contact for new Ezekia person
03
Create Pipeliner Cloud task for new Ezekia person
04
Create Ezekia person for new Form-Data form submission
05
Create Ezekia company for new Form-Data form submission
06
Create Ezekia person for new Unisender contact
07
Update Ezekia company for new Unisender contact
08
Create Ezekia company for new Unisender contact
09
Create Unisender contact for new Ezekia person
10
Create Ezekia person for new Agolix (Assessment Generator) response
Most popular
01
Create Ezekia person for new Pipeliner Cloud contact
02
Create Pipeliner Cloud contact for new Ezekia person
03
Create Pipeliner Cloud task for new Ezekia person
04
Create Ezekia person for new Form-Data form submission
05
Create Ezekia company for new Form-Data form submission
06
Create Ezekia person for new Unisender contact
07
Update Ezekia company for new Unisender contact
08
Create Ezekia company for new Unisender contact
09
Create Unisender contact for new Ezekia person
10
Create Ezekia person for new Agolix (Assessment Generator) response
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Connect Wealthbox CRM + Ezekia Now 
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You Can Also Connect Wealthbox CRM or Ezekia With 1400+ Other Apps
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!
Ezekia
Ezekia is a CRM for executive search firms, offering tools for candidate tracking, assignment management, and business development to streamline recruitment processes.
