Wealthbox CRM + Frill Integration

Integrately lets you integrate Wealthbox CRM and Frill instantly - without any learning curve.

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Create Your Own Wealthbox CRM & Frill Integration Without Any Code

Create Custom Workflow

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

Create Contact in Wealthbox CRM
Search contact by email in Wealthbox CRM
Update Contact in Wealthbox CRM
Search contact by phone in Wealthbox CRM
Search contact by name in Wealthbox CRM
Get contact by id in Wealthbox CRM
Create Opportunity in Wealthbox CRM
Update Opportunity in Wealthbox CRM
Create Task in Wealthbox CRM
Update Task in Wealthbox CRM
Create Note in Wealthbox CRM
Update Note in Wealthbox CRM
Create Event in Wealthbox CRM
Update Event in Wealthbox CRM
Get workflow by id in Wealthbox CRM
Create workflow in Wealthbox CRM
Update workflow in Wealthbox CRM
Search workflow template for workflow in Wealthbox CRM
Create Project in Wealthbox CRM
Update Project in Wealthbox CRM

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Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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Integrate Wealthbox CRM & Frill In 1 Click
And Save Time & Money Both

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You Can Also Connect Wealthbox CRM or Frill With 1200+ Other Apps

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!

See Wealthbox CRM Integrations

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.

See Frill Integrations