Wealthbox CRM + Groove Integration

Connect Wealthbox CRM to Groove in 1 click

Integrate Wealthbox CRM + Groove For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Wealthbox CRM + Groove Workflows

Create Groove ticket for new Wealthbox CRM contact

Wealthbox CRM + Groove Integration

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Create Groove ticket for new Wealthbox CRM opportunity

Wealthbox CRM is a great tool for managing customer relationships. However, when an opportunity is created in Wealthbox CRM, it can be difficult to track the progress of that opportunity and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Groove whenever an opportunity is created in Wealthbox CRM. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the opportunity.

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Create Your Own Wealthbox CRM & Groove 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
Agent is created in Groove
Agent has replied in Groove Instant
Agent is invited in Groove Instant
Agent is archived in Groove Instant
Ticket is closed in Groove Instant
Ticket is started in Groove Instant
Ticket is opened in Groove Instant
Ticket is assigned in Groove Instant
Ticket is moved in Groove Instant
Ticket priority is changed in Groove Instant
Ticket is tagged in Groove Instant
Ticket is deleted in Groove Instant
Ticket is state changed in Groove Instant
Customer is added in Groove Instant
Customer is replied in Groove Instant
Note is added in Groove 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
Create ticket in Groove
Search ticket assignee in Groove
Search state of ticket in Groove
Update ticket state in Groove
Update ticket assignee in Groove
Update ticket assigned group in Groove
Add tag to a ticket in Groove
Replace all tags to a ticket in Groove
Search customer by email in Groove
Create group in Groove
Search agent by email in Groove

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Wealthbox CRM & Groove In 1 Click
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You Can Also Connect Wealthbox CRM or Groove 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

Groove is a simple helpdesk for SaaS and eCommerce businesses. It helps you manage all your customer support requests in one place and provide better customer support, improving your overall business.

See Groove Integrations