Zenler + Wealthbox CRM Integration

Integrately lets you integrate Zenler and Wealthbox CRM instantly - without any learning curve.

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Create Your Own Zenler & Wealthbox CRM Integration Without Any Code

Create Custom Workflow

Course is added in Zenler
User enrolled to a course in Zenler Instant
Course is completed in Zenler Instant
User is added in Zenler
Subscriber is created in funnel in Zenler
Lesson is completed in Zenler Instant
Funnel is added in Zenler
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

Unenroll user from course in Zenler
Unsubscribe from funnel in Zenler
Enroll user to a course in Zenler
Search course in Zenler
Add user in Zenler
Search user in Zenler
Update user in Zenler
Delete user in Zenler
Subscribe to funnel in Zenler
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

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Popular Alternative

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2,000 Tasks

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Integrate Zenler & Wealthbox CRM In 1 Click
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You Can Also Connect Zenler or Wealthbox CRM With 1200+ Other Apps

Zenler is an easy-to-use, super awesome online learning platform that allows you to teach and make money from your courses. Start your own branded website.

See Zenler Integrations

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