Wealthbox CRM + Guru Integration

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Wealthbox CRM + Guru Integration
1.
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM
  • Wealthbox CRM
    Contact is created in Wealthbox CRM
  • Wealthbox CRM
    Task is created in Wealthbox CRM
  • Wealthbox CRM
    Workflow is created in Wealthbox CRM
  • Wealthbox CRM
    Comment is created in Wealthbox CRM
  • Wealthbox CRM
    Event is created in Wealthbox CRM
  • Wealthbox CRM
    Project is created in Wealthbox CRM
  • Wealthbox CRM
    Note is created in Wealthbox CRM
  • Guru
    Card is Created in Guru Instant
  • Guru
    Card is Updated in Guru Instant
  • Guru
    Card is Archived in Guru Instant
  • Guru
    Card is Unfavorited in Guru Instant
  • Guru
    Card is Viewed in Guru Instant
  • Guru
    Card is Verified in Guru Instant
  • Guru
    Card Comment is Created in Guru Instant
  • Guru
    Card Content is Copied in Guru Instant
  • Guru
    Card is Favorited in Guru Instant
  • Guru
    Collection is Created in Guru Instant
  • Guru
    User Added to Group in Guru Instant
  • Guru
    Group is Created in Guru Instant
  • Guru
    Board is Created in Guru Instant
  • Guru
    Tag is Created in Guru Instant
  • Guru
    Card Link is Copied in Guru Instant
2.
  • Wealthbox CRM
    Create Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by email in Wealthbox CRM
  • Wealthbox CRM
    Update Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by phone in Wealthbox CRM
  • Wealthbox CRM
    Search contact by name in Wealthbox CRM
  • Wealthbox CRM
    Get contact by id in Wealthbox CRM
  • Wealthbox CRM
    Create Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Update Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Create Task in Wealthbox CRM
  • Wealthbox CRM
    Update Task in Wealthbox CRM
  • Wealthbox CRM
    Create Note in Wealthbox CRM
  • Wealthbox CRM
    Update Note in Wealthbox CRM
  • Wealthbox CRM
    Create Event in Wealthbox CRM
  • Wealthbox CRM
    Update Event in Wealthbox CRM
  • Wealthbox CRM
    Get workflow by id in Wealthbox CRM
  • Wealthbox CRM
    Create workflow in Wealthbox CRM
  • Wealthbox CRM
    Update workflow in Wealthbox CRM
  • Wealthbox CRM
    Search workflow template for workflow in Wealthbox CRM
  • Wealthbox CRM
    Create Project in Wealthbox CRM
  • Wealthbox CRM
    Update Project in Wealthbox CRM
  • Guru
    Create Card in Guru
  • Guru
    Search Card in Guru
  • Guru
    Archive Card in Guru
  • Guru
    Create PDF From a Guru Card ID in Guru
  • Guru
    Create Group in Guru
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