Wealthbox CRM + Slate Integration

Connect Wealthbox CRM to Slate in 1 click

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1.

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
Record is updated in Slate Instant
Record is created in Slate Instant

2.

Trusted by experts at...

Ready Workflows for Wealthbox CRM + Slate Integration

Just click on the workflow you want to automate

Most popular automation

Create Wealthbox CRM contact for new Apper record

Automatically creating Wealthbox CRM contact records for new Apper record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

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Our team can create automations for you... At no extra cost!

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Top 10 Most Popular Wealthbox CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Create Wealthbox CRM opportunity for new Autopilot contact

Create Wealthbox CRM contact for new Autopilot contact

Create Wealthbox CRM task for new Block Survey form response

Create Wealthbox CRM contact for new WordPress user

Create Wealthbox CRM contact for new Cognito Forms entry

Create Wealthbox CRM opportunity for new Autopilot contact

Create Wealthbox CRM contact for new Autopilot contact

Create Wealthbox CRM task for new Block Survey form response

Create Wealthbox CRM contact for new WordPress user

Create Wealthbox CRM contact for new Cognito Forms entry

Create Wealthbox CRM contact for new Notion database item

When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM

Create Chatwork task for new Wealthbox CRM opportunity

Create Wealthbox CRM contact for new Ontraport response

Create Clockify task for new Wealthbox CRM opportunity

Create Wealthbox CRM contact for new Notion database item

When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM

Create Chatwork task for new Wealthbox CRM opportunity

Create Wealthbox CRM contact for new Ontraport response

Create Clockify task for new Wealthbox CRM opportunity

Top 10 Most Popular Slate Automations from
Integrately Community

Most popular

01

Create Google Sheets row for new Apper record

02

Create HubSpot contact for new Apper record

03

Create HubSpot company for new Apper record

04

Create CompanyHub contact for new Apper record

05

Create CompanyHub record for new Apper record

cloud

app integration

06

Create Upnify client for new Apper record

07

Create Emailidea contact for new Apper record

08

Create GoHighLevel contact for new Apper record

09

Create Chatdaddy contact for new Apper record

10

Update Apper record for new Chatdaddy contact

How Integrately Works?

How Integrately Works?

1

Select Automation

Select a trigger from Google Sheets

2

Connect Accounts

Connect Accounts

That’s it! You just connected Google Sheets to Trello

3

Automation is ready

Setup an action from Trello

Connect Wealthbox CRM + Slate Now

In Just 1 Click!

Price Comparison with Popular Alternatives

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750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or Slate With 1400+ Other Apps

Wealthbox CRM

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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Slate

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