Wealthbox CRM + Sertifier Integration

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

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Create Your Own Wealthbox CRM & Sertifier 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
Email template is created in Sertifier
Detail is created in Sertifier
Certificate design is created in Sertifier
Delivery is created in Sertifier
Custom attributes is created in Sertifier
Badge design is created in Sertifier

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
Add recipient to a Delivery in Sertifier
Create detail & delivery dynamically in Sertifier
Create detail in Sertifier
Create delivery in Sertifier

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 & Sertifier In 1 Click
And Save Time & Money Both

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You Can Also Connect Wealthbox CRM or Sertifier 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

Sertifier is a platform that allows users to design, send and store smart certificates using blockchain. Users can also use it as a place to display their certificates.

See Sertifier Integrations