Wealthbox CRM + PeerBoard Integration

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

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Create Your Own Wealthbox CRM & PeerBoard 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 created in PeerBoard
Member is created in PeerBoard
Member is blocked in PeerBoard

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
Update member in PeerBoard
Create member in PeerBoard
Search member by email in PeerBoard
Block member in PeerBoard
Delete member in PeerBoard
Unblock member in PeerBoard
Send an invite in PeerBoard

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

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

PeerBoard helps build a network of experts to share knowledge and interact with each other. It is a user-friendly platform that allows members to engage in discussions, create polls and quizzes, share content, bookmark websites, and much more!

See PeerBoard Integrations