Wealthbox CRM + Productboard Integration

Connect Wealthbox CRM to Productboard in 1 click

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

Popular Wealthbox CRM + Productboard Workflows

Create Productboard feature for new Wealthbox CRM contact

Wealthbox CRM + Productboard Integration

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Create Your Own Wealthbox CRM & Productboard 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
Feature is created in Productboard Instant
Feature is updated in Productboard Instant
Feature is deleted in Productboard Instant
Component is updated in Productboard Instant
Component is created in Productboard Instant
Release is created in Productboard Instant
Release is updated in Productboard Instant
Release is deleted in Productboard Instant
Product is created in Productboard Instant
Product is updated in Productboard 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
Create note in Productboard
Create feature in Productboard
Create component in Productboard

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Popular Alternative

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750 Tasks

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2,000 Tasks

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

Productboard is a dynamic product management platform that centralizes customer feedback, prioritizes features, and builds interactive roadmaps. It utilizes AI for smarter decisions and promotes collaborative innovation

See Productboard Integrations