Wealthbox CRM + Guru Integration

Connect Wealthbox CRM to Guru in 1 click

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

Popular Wealthbox CRM + Guru Workflows

Create Guru card for new Wealthbox CRM contact

Wealthbox CRM + Guru Integration

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Create Your Own Wealthbox CRM & Guru 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
Card is Created in Guru Instant
Card is Updated in Guru Instant
Card is Archived in Guru Instant
Card is Unfavorited in Guru Instant
Card is Viewed in Guru Instant
Card is Verified in Guru Instant
Card Comment is Created in Guru Instant
Card Content is Copied in Guru Instant
Card is Favorited in Guru Instant
Collection is Created in Guru Instant
User Added to Group in Guru Instant
Group is Created in Guru Instant
Board is Created in Guru Instant
Tag is Created in Guru Instant
Card Link is Copied in Guru 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 Card in Guru
Search Card in Guru
Archive Card in Guru
Create PDF From Guru Card ID in Guru
Create Group in Guru

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

Guru is a knowledge management platform that bridge the gaps between teams and people, information and ideas, to connect you to your best sources of knowledge With Guru you can seamlessly connect your people to the right information at the right time

See Guru Integrations