Wealthbox CRM + Rocket.Chat Integration

Integrately lets you integrate Wealthbox CRM and Rocket.Chat instantly - without any learning curve.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Create Your Own Wealthbox CRM & Rocket.Chat 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
Message is posted anywhere in Rocket.Chat Instant
Message is posted to channel in Rocket.Chat Instant
Message is posted to private group in Rocket.Chat Instant
Channel is created in Rocket.Chat
Private group is created in Rocket.Chat

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
Send channel message in Rocket.Chat
Send direct message in Rocket.Chat
Send private group message in Rocket.Chat
Create channel in Rocket.Chat
Search Channel in Rocket.Chat
Create private group in Rocket.Chat

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Wealthbox CRM & Rocket.Chat In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or Rocket.Chat 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

Rocket.Chat brings all the best features from a professional chat software to your team communication, including audio/video conferencing, screen sharing, file transfer and many more. It is a free, open source, secure chat platform.

See Rocket.Chat Integrations