Wealthbox CRM + Frill Integration
Connect Wealthbox CRM to Frill 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
Idea is created in Frill Instant- Idea is updated in Frill Instant
- Idea is deleted in Frill Instant
- Idea is archived in Frill Instant
- Idea status is changed in Frill Instant
- Idea roadmap is changed in Frill Instant
- Announcement is created in Frill Instant
- Idea is voted in Frill Instant
- Idea is merged in Frill Instant
- Idea is unvoted in Frill Instant
- Announcement is updated in Frill Instant
- Announcement is deleted in Frill Instant
- Catch all events in Frill Instant
- Comment is created in Frill Instant
- Comment is updated in Frill Instant
- Comment is deleted in Frill Instant
- Note is created in Frill Instant
- Note is updated in Frill Instant
- Note is deleted in Frill Instant
2.
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Our team can create automations for you... At no extra cost!
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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 Frill Automations from
Integrately Community
Most popular
01
Create ClickUp task for new Frill idea
02
Create Notion database item for new Frill idea
03
Create Jira Software Server issue from new Frill idea
04
Send Chatwork message for new Frill comment
05
Create GitHub issue from new Frill idea
Most popular
01
Create ClickUp task for new Frill idea
02
Create Notion database item for new Frill idea
03
Create Jira Software Server issue from new Frill idea
04
Send Chatwork message for new Frill comment
05
Create GitHub issue from new Frill idea
06
Send ManyChat message for new Frill idea
07
Send Online Live Support message for new Frill idea
08
Send WATI message for new Frill idea
09
Send UChat message for new Frill idea
10
Send MSG91 sms for new Frill idea
How Integrately Works?
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Select Automation
2
Connect Accounts
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Automation is ready
Connect Wealthbox CRM + Frill Now 
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You Can Also Connect Wealthbox CRM or Frill 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!
Frill
Frill is the easiest way to collect feedback from your customers. It helps you make winning products, by making it easy to ask your customers what they want and then letting them vote on their favorites.
