Wealthbox CRM + SpreadSimple Integration

Connect Wealthbox CRM to SpreadSimple in 1 click

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1.
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM
  • Wealthbox CRM
    Contact is created in Wealthbox CRM
  • Wealthbox CRM
    Task is created in Wealthbox CRM
  • Wealthbox CRM
    Workflow is created in Wealthbox CRM
  • Wealthbox CRM
    Comment is created in Wealthbox CRM
  • Wealthbox CRM
    Event is created in Wealthbox CRM
  • Wealthbox CRM
    Project is created in Wealthbox CRM
  • Wealthbox CRM
    Note is created in Wealthbox CRM
  • SpreadSimple
    Order is created in SpreadSimple Instant
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2.

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Ready Workflows Ready Workflows   for Wealthbox CRM + SpreadSimple Integration

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Most popular automationmost-popular-automations
SpreadSimple + Wealthbox CRM Integration

Create Wealthbox CRM contact from new SpreadSimple order

As an online store owner, you're likely using SpreadSimple to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate SpreadSimple with Wealthbox CRM? This integration will allow you to automatically create a contact for each new order in Wealthbox CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Our team can create automations for you... At no extra cost!

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Automations

Top 10 Most Popular Wealthbox CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM opportunity for new Autopilot contact
Activate
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Autopilot contact
Activate
Block Survey logo
Wealthbox CRM logo
Create Wealthbox CRM task for new Block Survey form response
Activate
WordPress logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new WordPress user
Activate
Cognito Forms logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Cognito Forms entry
Activate
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM opportunity for new Autopilot contact
Activate
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Autopilot contact
Activate
Block Survey logo
Wealthbox CRM logo
Create Wealthbox CRM task for new Block Survey form response
Activate
WordPress logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new WordPress user
Activate
Cognito Forms logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Cognito Forms entry
Activate
Notion logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Notion database item
Activate
WPForms logo
Wealthbox CRM logo
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
Activate
Wealthbox CRM logo
Chatwork logo
Create Chatwork task for new Wealthbox CRM opportunity
Activate
Ontraport logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Ontraport response
Wealthbox CRM logo
Clockify logo
Create Clockify task for new Wealthbox CRM opportunity
Activate
Notion logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Notion database item
Activate
WPForms logo
Wealthbox CRM logo
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
Activate
Wealthbox CRM logo
Chatwork logo
Create Chatwork task for new Wealthbox CRM opportunity
Activate
Ontraport logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Ontraport response
Wealthbox CRM logo
Clockify logo
Create Clockify task for new Wealthbox CRM opportunity
Activate

Top 10 Most Popular SpreadSimple Automations from
Integrately Community

Most popularmost-popular-automations
01
SpreadSimple logo
WordPress logo
Create WordPress post for new SpreadSimple order
02
SpreadSimple logo
Google Sheets logo
Create Google Sheets row for new SpreadSimple order
03
SpreadSimple logo
Aero Workflow logo
Create Aero Workflow task for new SpreadSimple order
04
SpreadSimple logo
Airtable logo
Create Airtable record for new SpreadSimple order
05
SpreadSimple logo
Microsoft Excel logo
Create Microsoft Excel row for new SpreadSimple order
cloud
SpreadSimple
app integration
06
SpreadSimple logo
Zoho Recruit logo
Create Zoho Recruit record for new SpreadSimple order
07
SpreadSimple logo
Zoho Creator logo
Create Zoho Creator record for new SpreadSimple order
08
SpreadSimple logo
Zoho Sheet logo
Create Zoho Sheet row for new SpreadSimple order
09
SpreadSimple logo
EasyCSV logo
Create EasyCSV data for new SpreadSimple order
10
SpreadSimple logo
Bubble logo
Create Bubble data thing for new SpreadSimple order
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
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750 Tasks
in $19.99
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in $19.99

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Want to automate something else in your workflow?

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

Wealthbox CRM
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!
SpreadSimple
SpreadSimple
SpreadSimple is a new and unique tool that allows you to create your own website using your Google spreadsheet as the data source. It has an easy point and click interface which will allow you to make a custom website in minutes.