Wealthbox CRM + GroupApp Integration

Integrately lets you integrate Wealthbox CRM and GroupApp instantly - without any learning curve.
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Create Automation

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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
Course enrollment is created in GroupApp Instant
Member is added to community in GroupApp Instant
Member joins channel in community in GroupApp Instant
Community member profile is updated in GroupApp Instant
Community membership is requested in GroupApp Instant
Community membership is cancelled in GroupApp Instant
Course is completed in GroupApp Instant
Course lesson is completed in GroupApp Instant
Post is created in community in GroupApp Instant
RSVP is created for an event in GroupApp Instant
Payment is made in community in GroupApp Instant
Payment in community fails in GroupApp Instant
Member answers onboarding questions in GroupApp 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
Invite new member in community in GroupApp
Create new community member account in GroupApp
Add community member to a segment in community in GroupApp
Search members by email in GroupApp
Add member to community channel in GroupApp
Add existing account to community by email in GroupApp
Remove community member from a segment in community in GroupApp
Enroll user to a course by user email in GroupApp
Enroll user to a course by user id in GroupApp
Remove user from course enrollment in GroupApp
Remove user from community channel in GroupApp
Search channels by name in GroupApp
Search group by name in GroupApp
Search course by name in GroupApp

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Wealthbox CRM & GroupApp with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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You Can Also Connect Wealthbox CRM or GroupApp With 1100+ 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

GroupApp brings your community and courses together, making it easy to create a learning community around expertise. Improve member success, boost retention, and increase course and membership sales.

See GroupApp Integrations