Wealthbox CRM + Projectplace Integration

Connect Wealthbox CRM to Projectplace in 1 click

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

Popular Wealthbox CRM + Projectplace Workflows

Create Projectplace card for new Wealthbox CRM contact

Wealthbox CRM + Projectplace Integration

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Create Your Own Wealthbox CRM & Projectplace 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 Projectplace
Card is moved to done/last column in Projectplace

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 card in Projectplace
Create a card on an existing activity in Projectplace
Search card by name in Projectplace
Add reported time to a card in Projectplace
Create board in Projectplace
Create project in Projectplace

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

Projectplace is a smart cloud-based project management solution. With features like task boards, time tracking, document sharing, video conferencing and screen sharing Projectplace is the perfect addition to any team's workflow.

See Projectplace Integrations