Wealthbox CRM + Metricool Integration

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Create Your Own Wealthbox CRM & Metricool 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
Post is published successfully in Metricool
Post is scheduled in Metricool
Post failed to publish in Metricool
Conversation is created (in a Network) in Metricool
GMB is reviewed in Metricool
Draft is added in planner in Metricool

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
Schedule post in Metricool
Create post in autolist in Metricool
Get post by id in Metricool
Send reply to GMB review in Metricool
Send a reply to conversation in Metricool

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You Can Also Connect Wealthbox CRM or Metricool 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

Metricool is an all-in-one social media content planning, analytics, and optimization platform. It helps plan your content calendar, manage your social media presence, monitor your mentions and comments, run your ad campaigns, and much more.

See Metricool Integrations