Wealthbox CRM + JobAdder Integration
Connect Wealthbox CRM to JobAdder in 1 click
Free forever.Use premium features free for 14 days.1.
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
Placement added to folder in JobAdder Instant- Placement is approved in JobAdder Instant
- Job status is changed in JobAdder Instant
- Contact removed from folder in JobAdder Instant
- Contact added to folder in JobAdder Instant
- Company removed from folder in JobAdder Instant
- Company added to folder in JobAdder Instant
- Placement removed from folder in JobAdder Instant
- Job application removed from folder in JobAdder Instant
- Job application added to folder in JobAdder Instant
- Candidate removed from folder in JobAdder Instant
- Candidate added to folder in JobAdder Instant
- Job removed from folder in JobAdder Instant
- Job added to folder in JobAdder Instant
- Job application status is changed in JobAdder Instant
- Candidate is updated in JobAdder Instant
- Company status is changed in JobAdder Instant
- Contact status is changed in JobAdder Instant
- Interview is scheduled in JobAdder Instant
- Placement status is changed in JobAdder Instant
- Candidate status is changed in JobAdder Instant
2.
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Top 10 Most Popular Wealthbox CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Wealthbox CRM opportunity for new Autopilot contact
Create Wealthbox CRM contact for new Autopilot contact
Create Wealthbox CRM task for new Block Survey form response
Create Wealthbox CRM contact for new WordPress user
Create Wealthbox CRM contact for new Cognito Forms entry
Create Wealthbox CRM opportunity for new Autopilot contact
Create Wealthbox CRM contact for new Autopilot contact
Create Wealthbox CRM task for new Block Survey form response
Create Wealthbox CRM contact for new WordPress user
Create Wealthbox CRM contact for new Cognito Forms entry
Create Wealthbox CRM contact for new Notion database item
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
Create Chatwork task for new Wealthbox CRM opportunity
Create Wealthbox CRM contact for new Ontraport response
Create Clockify task for new Wealthbox CRM opportunity
Create Wealthbox CRM contact for new Notion database item
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
Create Chatwork task for new Wealthbox CRM opportunity
Create Wealthbox CRM contact for new Ontraport response
Create Clockify task for new Wealthbox CRM opportunity
Top 10 Most Popular JobAdder Automations from
Integrately Community
Most popular
01
Send Facebook Messenger message for new JobAdder (Beta) contact
02
Send Facebook Messenger message for new JobAdder (Beta) company
03
Create Vision6 contact for new JobAdder (Beta) contact
04
Update Vision6 contact from new JobAdder (Beta) contact
05
Create JobAdder (Beta) note for new Bulk24SMS message
06
Send Bulk24SMS message for new JobAdder (Beta) contact
07
Send Bulk24SMS message for new JobAdder (Beta) company
08
Send kwtSMS message for new JobAdder (Beta) contact
09
Send kwtSMS message for new JobAdder (Beta) company
10
Create JobAdder (Beta) contact for new LinkedIn Ads contact
Most popular
01
Send Facebook Messenger message for new JobAdder (Beta) contact
02
Send Facebook Messenger message for new JobAdder (Beta) company
03
Create Vision6 contact for new JobAdder (Beta) contact
04
Update Vision6 contact from new JobAdder (Beta) contact
05
Create JobAdder (Beta) note for new Bulk24SMS message
06
Send Bulk24SMS message for new JobAdder (Beta) contact
07
Send Bulk24SMS message for new JobAdder (Beta) company
08
Send kwtSMS message for new JobAdder (Beta) contact
09
Send kwtSMS message for new JobAdder (Beta) company
10
Create JobAdder (Beta) contact for new LinkedIn Ads contact
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Wealthbox CRM
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!
JobAdder
JobAdder is a user-friendly recruitment tool that streamlines the hiring process. It helps recruiters efficiently find and connect with candidates, providing a clear overview of all hiring activities.
