HR Partner + Wealthbox CRM Integration

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

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Create Your Own HR Partner & Wealthbox CRM Integration Without Any Code

Create Custom Workflow

Employee is added in HR Partner
Job Application is submitted in HR Partner
Job listing is added in HR Partner
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

Search employee in HR Partner
Update employee in HR Partner
Add or update applicant in HR Partner
Search applicants in HR Partner
Get employee details by id in HR Partner
Search jobs listing in HR Partner
Get applicant details by id in HR Partner
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

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate HR Partner & Wealthbox CRM In 1 Click
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You Can Also Connect HR Partner or Wealthbox CRM With 1200+ Other Apps

HR Partner is built to help the HR team in managing their day-to-day tasks more efficiently. From employee details to attendance and leave management, this software allows you to stay on top of all your employee related tasks.

See HR Partner Integrations

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