Productive.io + Wealthbox CRM Integration

Connect Productive.io to Wealthbox CRM - Automate your workflows in 1-click

Make use of Productive.io automations to improve team communication and gain real-time visibility into project progress. Make use of Wealthbox CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Productive.io + Wealthbox CRM integration.
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Wealthbox CRM + Productive.io Integration

Create Productive.io task for new Wealthbox CRM contact

Wealthbox CRM and Productive.io are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Wealthbox CRM, do you also create a task in Productive.io? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Wealthbox CRM + Productive.io Integration

Create Productive.io task for new Wealthbox CRM task

Wealthbox CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Wealthbox CRM. Productive.io is a great tool for this.

All you need to do is - integrate Productive.io with Wealthbox CRM to create task in Productive.io automatically when certain task occur in Wealthbox CRM. This can save you time by not having to manually create tasks in both systems.
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Wealthbox CRM + Productive.io Integration

Create Productive.io task for new Wealthbox CRM opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Productive.io to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Wealthbox CRM? Well now there is!

With our integration between Wealthbox CRM and Productive.io, creating task in Productive.io is now easier than ever. Whenever a opportunity is created in Wealthbox CRM, you can automatically create a corresponding task in Productive.io to keep your team up-to-date.
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Productive.io + Wealthbox CRM Integration
1.
  • Productive.io
    Contact is created in Productive.io

    Triggers the automation whenever a new contact is created

    Instant
  • Productive.io
    Contact is updated in Productive.io Instant
  • Productive.io
    Task is created in Productive.io

    Triggers the automation whenever a new task is created

    Instant
  • Productive.io
    Task is updated in Productive.io

    Triggers the automation whenever any task is updated

    Instant
  • Productive.io
    Task is deleted in Productive.io

    Triggers the automation whenever a task is deleted

    Instant
  • Productive.io
    Project is created in Productive.io

    Triggers the automation whenever a new project is created

    Instant
  • Productive.io
    Project is updated in Productive.io

    Triggers the automation whenever a project is updated

    Instant
  • Productive.io
    Deal is created in Productive.io

    Triggers the automation whenever a deal is created

    Instant
  • Productive.io
    Deal is updated in Productive.io

    Triggers the automation whenever a deal is updated

    Instant
  • Productive.io
    Deal is deleted in Productive.io

    Triggers the automation whenever a deal is deleted

    Instant
  • Productive.io
    Booking is created in Productive.io

    Triggers the automation whenever a new booking is created

    Instant
  • Productive.io
    Booking is updated in Productive.io

    Triggers the automation whenever a booking is updated

    Instant
  • Productive.io
    Booking is deleted in Productive.io

    Triggers the automation whenever a booking is deleted

    Instant
  • Productive.io
    Budget is created in Productive.io

    Triggers the automation whenever a budget is created

    Instant
  • Productive.io
    Budget is updated in Productive.io

    Triggers the automation whenever the budget is updated

    Instant
  • Productive.io
    Budget is deleted in Productive.io

    Triggers the automation whenever a budget is deleted

    Instant
  • Productive.io
    Expense is created in Productive.io

    Triggers the automation whenever a new expense is added

    Instant
  • Productive.io
    Expense is updated in Productive.io

    Triggers the automation whenever an expense is modified

    Instant
  • Productive.io
    Expense is deleted in Productive.io

    Triggers the automation whenever any expense is deleted

    Instant
  • Productive.io
    Invoice is created in Productive.io

    Triggers the automation whenever any invoice is added or modified

    Instant
  • Productive.io
    Invoice is updated in Productive.io

    Triggers the automation whenever an invoice is updated

    Instant
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM

    Triggers the automation whenever any opportunity is updated

  • Wealthbox CRM
    Contact is created in Wealthbox CRM
  • Wealthbox CRM
    Task is created in Wealthbox CRM
  • Wealthbox CRM
    Workflow is created in Wealthbox CRM

    Triggers the automation whenever new content is created

  • Wealthbox CRM
    Comment is created in Wealthbox CRM

    Triggers the automation whenever a new contact is created

  • Wealthbox CRM
    Event is created in Wealthbox CRM

    Automatically retrieves a contact's information based on their ID

  • Wealthbox CRM
    Project is created in Wealthbox CRM

    Triggers the automation whenever a new project is created

  • Wealthbox CRM
    Note is created in Wealthbox CRM

    Triggers the automation whenever a new note is created

2.
  • Productive.io
    Create task in Productive.io

    Automatically creates a new task

  • Productive.io
    Create company in Productive.io

    Automatically generates a new company profile with given details

  • Productive.io
    Search company in Productive.io

    Automatically find information about a company

  • Productive.io
    Create contact in Productive.io

    Automatically adds a new contact to the database

  • Productive.io
    Search contact in Productive.io

    Automatically finds and retrieves contact information

  • Productive.io
    Create booking in Productive.io

    Automatically schedule and confirm a booking request

  • Productive.io
    Create task list in Productive.io

    Automatically creates a new task list

  • Wealthbox CRM
    Create Contact in Wealthbox CRM

    Automatically adds a new contact to the database

  • Wealthbox CRM
    Search contact by email in Wealthbox CRM

    Automatically finds and retrieves contact information using their email address

  • Wealthbox CRM
    Update Contact in Wealthbox CRM

    Automatically updates contact information with new details

  • Wealthbox CRM
    Search contact by phone in Wealthbox CRM

    Automatically searches for a workflow template for a workflow

  • Wealthbox CRM
    Search contact by name in Wealthbox CRM

    Automatically find information about a contact using the name

  • Wealthbox CRM
    Get contact by id in Wealthbox CRM

    Automatically retrieves contact information based on the unique id provided

  • Wealthbox CRM
    Create Opportunity in Wealthbox CRM

    Automatically creates a new instance of the support system

  • Wealthbox CRM
    Update Opportunity in Wealthbox CRM

    Automatically updates the opportunity details as needed

  • Wealthbox CRM
    Create Task in Wealthbox CRM

    Automatically creates a new workflow

  • Wealthbox CRM
    Update Task in Wealthbox CRM

    Automatically updates the task with new information or changes

  • Wealthbox CRM
    Create Note in Wealthbox CRM

    Automatically creates a new note in the particular format

  • Wealthbox CRM
    Update Note in Wealthbox CRM

    Automatically updates a note with new information

  • Wealthbox CRM
    Create Event in Wealthbox CRM

    Automatically adds a new contact to the contact list

  • Wealthbox CRM
    Update Event in Wealthbox CRM

    Automatically updates event details with the latest information

  • Wealthbox CRM
    Get workflow by id in Wealthbox CRM
  • Wealthbox CRM
    Create workflow in Wealthbox CRM

    Triggers the automation whenever a new event is created

  • Wealthbox CRM
    Update workflow in Wealthbox CRM

    Triggers the automation whenever a workflow is created

  • Wealthbox CRM
    Search workflow template for workflow in Wealthbox CRM

    Triggers the automation whenever a new task is created

  • Wealthbox CRM
    Create Project in Wealthbox CRM

    Automatically creates a new project

  • Wealthbox CRM
    Update Project in Wealthbox CRM

    Automatically updates project information

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Integrate Productive.io & Wealthbox CRM In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

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Productive is the all-in-one project management tool that agencies need to be profitable. From task management and time tracking to invoicing and payments, Productive has everything you need to keep your agency running profitably.

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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

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