Wealthbox CRM + Linear Integration

Connect Wealthbox CRM to Linear in 1 click

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

Popular Wealthbox CRM + Linear Workflows

Create Wealthbox CRM task from new Linear issue

Linear + Wealthbox CRM Integration

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Create Your Own Wealthbox CRM & Linear 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
Issue created in Linear Instant
Issue updated in Linear Instant
Issue deleted in Linear Instant
Comment created in Linear Instant
Comment updated in Linear Instant
Comment deleted in Linear Instant
Project created in Linear Instant
Project updated in Linear Instant
Project deleted in Linear 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
Assign comment to a issue in Linear
Update Issue in Linear
Create issue in Linear
Search issue in Linear
Delete Issue in Linear
Search project by name in Linear
Create project in Linear
Update project in Linear
Delete project in Linear
Search assignee in Linear
Search teams in Linear

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Wealthbox CRM & Linear In 1 Click
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You Can Also Connect Wealthbox CRM or Linear 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

Linear is a project management platform for software development, offering streamlined issue tracking, sprint management, and product roadmaps. Elevate your team's productivity and efficiency with its elegant UI, lightning-fast shortcuts & real-time sync.

See Linear Integrations