Wealthbox CRM + Pipefy Integration

Connect Wealthbox CRM to Pipefy in 1 click

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

Popular Wealthbox CRM + Pipefy Workflows

Create Pipefy card for new Wealthbox CRM contact

Wealthbox CRM + Pipefy Integration

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Create Your Own Wealthbox CRM & Pipefy 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
Card is created in Pipefy Instant
Card is moved in Pipefy Instant
Card field is updated in Pipefy Instant
Card is completed in Pipefy Instant
Card gets late in Pipefy Instant
Card is expired in Pipefy Instant
Card becomes overdue in Pipefy 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
Update card field in Pipefy
Create card in Pipefy
Search card in Pipefy

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Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

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Integrate Wealthbox CRM & Pipefy In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or Pipefy 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

Pipefy allows businesses to run their workflows, processes and operations in one place. Get an overview of all your business's workflows from a single dashboard and have everything connected in real-time.

See Pipefy Integrations