Wealthbox CRM + Plivo Integration
Connect Wealthbox CRM to Plivo in 1 click
Free forever.Use premium features free for 14 days.1.
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
SMS is received in Plivo- Call is completed in Plivo
2.
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Wealthbox CRM
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!
Plivo
Let your business talk to the world through text, voice and video calls. Plivo provides you with a platform that lets you send and receive messages across diverse devices.
