SquadCast.fm + Wealthbox CRM Integration

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

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Create Your Own SquadCast.fm & Wealthbox CRM Integration Without Any Code

Create Custom Workflow

Participant has left in SquadCast.fm Instant
Recording session is created in SquadCast.fm Instant
Recording session is deleted in SquadCast.fm Instant
Recording session is updated in SquadCast.fm Instant
Recording session is started in SquadCast.fm Instant
Recording session is ended in SquadCast.fm Instant
Recording is started in SquadCast.fm Instant
Recording is stopped in SquadCast.fm Instant
Participant has joined in SquadCast.fm Instant
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

Create recording session in SquadCast.fm
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

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You Can Also Connect SquadCast.fm or Wealthbox CRM With 1200+ Other Apps

Squadcast is a leading podcast recording platform. It helps you create, update, start, or end recording sessions, and monitor participant activities in real-time. It also provides cloud backup that guarantees safety of data.

See SquadCast.fm Integrations

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