Wealthbox CRM + Tapfiliate Integration

Connect Wealthbox CRM to Tapfiliate 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
Affiliate is created in Tapfiliate
Affiliate payment is created in Tapfiliate
Affiliate prospect is created in Tapfiliate
Conversion is created in Tapfiliate
Commission is created in Tapfiliate

2.

Trusted by experts at...

Ready Workflows for Wealthbox CRM + Tapfiliate Integration

Just click on the workflow you want to automate

Most popular automations

Create Wealthbox CRM contact from new Tapfiliate affiliate

If you're an ecommerce business owner who uses Tapfiliate to power your online store, you'll be happy to know that when a new contact is created in Wealthbox CRM, this automation will automatically create a affiliate in Tapfiliate.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.

See more

Create Wealthbox CRM opportunity for new Tapfiliate affiliate

Tapfiliate + Wealthbox CRM Integration

When New affiliate is created in Tapfiliate > Search contact by email in Wealthbox CRM > Check any condition > Create Contact in Wealthbox CRM

Tapfiliate + Wealthbox CRM Integration

When New affiliate is created in Tapfiliate > Search contact by email in Wealthbox CRM > Check any condition > Update Contact in Wealthbox CRM

Tapfiliate + Wealthbox CRM Integration

When New affiliate is created in Tapfiliate > Search contact by name in Wealthbox CRM > Check any condition > Create Contact in Wealthbox CRM

Tapfiliate + Wealthbox CRM Integration

When New affiliate is created in Tapfiliate > Search contact by name in Wealthbox CRM > Check any condition > Update Contact in Wealthbox CRM

Tapfiliate + Wealthbox CRM Integration

When New affiliate is created in Tapfiliate > Search contact by phone in Wealthbox CRM > Check any condition > Create Contact in Wealthbox CRM

Tapfiliate + Wealthbox CRM Integration

When New affiliate is created in Tapfiliate > Search contact by phone in Wealthbox CRM > Check any condition > Update Contact in Wealthbox CRM

Tapfiliate + Wealthbox CRM Integration

1of1

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

Tell us what type of automation you want to make?

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 Tapfiliate Automations from
Integrately Community

Most popular

01

Create Stripe contact for new Tapfiliate affiliate

02

Create Square customer for new Tapfiliate affiliate

03

Create Razorpay contact for new Tapfiliate affiliate

04

Create Bitrix24 contact from new Tapfiliate affiliate

05

Create Google Sheets row for new Tapfiliate affiliate

cloud

app integration

06

Create Salesforce Marketing Cloud contact for new Tapfiliate affiliate

07

Create HubSpot contact from new Tapfiliate affiliate

08

Create Bubble data thing for new Tapfiliate affiliate

09

Create CompanyHub contact from new Tapfiliate affiliate

10

Create Flowlu contact from new Tapfiliate affiliate

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How Integrately Works?

1

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Select a trigger from Google Sheets

2

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3

Automation is ready

Setup an action from Trello

Connect Wealthbox CRM + Tapfiliate Now

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in $19.⁹⁹

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Related Posts

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How to easily integrate Tapfiliate - 14 proven ways to get you started

Enhance your affiliate marketing with Tapfiliate integrations. Discover the top 16 integrations to boost conversions and maximize ROI.

Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or Tapfiliate 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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Tapfiliate is the solution for all affiliate programs and affiliates. You can create your own affiliate program, run it with ease and optimize your ROI with our in-built features.

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