Wealthbox CRM + Inoreader Integration

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Inoreader + Wealthbox CRM Integration

Create Wealthbox CRM task for new Inoreader subscription

Wealthbox CRM and Inoreader are both incredibly powerful tools on their own, but when you put them together, they're a force to be reckoned with.

When you create a subscription in Inoreader, this integration will automatically create a task in Wealthbox CRM so you can keep track of what you need to do.

This can help ensure that your subscription are properly prioritized and that you don't forget any important steps.
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Wealthbox CRM + Inoreader 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
  • Inoreader
    Article is starred in Inoreader
  • Inoreader
    Article is created in folder in Inoreader
  • Inoreader
    Article is broadcasted in Inoreader
  • Inoreader
    Article is tagged in Inoreader
  • Inoreader
    Subscription is created in Inoreader
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
  • Inoreader
    Subscribe to feed in Inoreader
3x-10x Less Expensive Than Popular Alternatives
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750 Tasks
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2,000 Tasks
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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!

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Inoreader is a content reader for power users who want to save time. With our intelligent stream, you can follow topics and people, manage your reading list, and get notified with new updates all in one place.

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