Wealthbox CRM + KanbanFlow Integration

Connect Wealthbox CRM to KanbanFlow in 1 click

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

Popular Wealthbox CRM + KanbanFlow Workflows

When Task is moved in KanbanFlow > Check any condition > Create Contact in Wealthbox CRM

KanbanFlow + Wealthbox CRM Integration

Activate

When Task is moved in KanbanFlow > Check any condition > Update Contact in Wealthbox CRM

KanbanFlow + Wealthbox CRM Integration

Activate

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Create Your Own Wealthbox CRM & KanbanFlow 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
Task is created in KanbanFlow Instant
Task is moved in KanbanFlow 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 task in KanbanFlow

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate Wealthbox CRM & KanbanFlow In 1 Click
And Save Time & Money Both

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You Can Also Connect Wealthbox CRM or KanbanFlow 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

KanbanFlow is a task management tool that makes work visual. It provides an intuitive interface to organize tasks into columns, manage workflow, and keep track of your projects. Work gets done in flow!

See KanbanFlow Integrations