Wealthbox CRM + Lofty Integration

Connect Wealthbox CRM to Lofty in 1 click

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

Popular Wealthbox CRM + Lofty Workflows

When Contact is created in Wealthbox CRM > Check condition > Create lead in Lofty

Wealthbox CRM + Lofty Integration

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Create Your Own Wealthbox CRM & Lofty 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
Lead is created or updated in Lofty Instant
Lead pipeline is changed in Lofty 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 lead in Lofty
Update lead in Lofty
Search lead in Lofty
Add note in Lofty
Get lead by Id in Lofty

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You Can Also Connect Wealthbox CRM or Lofty 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

Lofty is the technology platform that helps real estate agents sell more homes. Lofty enhances agent productivity, automates routine tasks and creates a seamless experience for customers.

See Lofty Integrations