Wealthbox CRM + Trello Integration

Connect Wealthbox CRM to Trello - Automate your workflows in 1-click

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready workflows for Wealthbox CRM + Trello Integration

Just click on the workflow you want to automate

Create Wealthbox CRM task for new Trello checklist

Are you looking for a way to keep track of your sales process and create task for yourself in Wealthbox CRM? If so, you'll be glad to know that you can use Trello to create checklist of the steps in your sales process, and then create task in Wealthbox CRM for each step.

This automation will help you stay organized and make sure that no steps are forgotten.

Activate

Create Trello card for new Wealthbox CRM contact

Wealthbox CRM + Trello Integration

Activate

1of1

Didn’t find what you were looking for?

Create Your Own Wealthbox CRM & Trello Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Wealthbox CRM & Trello

Create Automation

Choose the app you want to connect Gmail with...

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
Card is created in Trello
Card is moved to list in Trello Instant
Card is updated in Trello Instant
Comment is added to a card in Trello
Card is archived in Trello
Label is added to card in Trello Instant
Notification is created in Trello
Checklist is created in Trello
Activity is created in Trello Instant
Member is added to card in Trello
Board is added in Trello
Label is created in Trello
Attachments is added to card in Trello
List is created in Trello

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
Create card in Trello
Update card in Trello
Move card to list in Trello
Find card in Trello
Add member to card in Trello
Archive card in Trello
Get attachments of card in Trello
Get card by ID in Trello
Create board in Trello
Search board in Trello
Copy board in Trello
Close board in Trello
Create checklist Item in Trello
Add attachment to card in Trello
Complete checklist Item in card in Trello
Search list on board in Trello
Find checklist item in Trello
Create custom field in Trello
Assign member to board in Trello
Search member in Trello
Add checklist to card in Trello
Find checklist in Trello
Delete checklist in card in Trello
Create list in Trello
Create comment in Trello
Add label to card in Trello
Add existing label to card in Trello
Remove label in Trello
Create label to board in Trello
Find label on board in Trello

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Wealthbox CRM & Trello In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Wealthbox CRM & Trello with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or Trello With 1100+ 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

Trello is the visual collaboration platform that gives teams perspective on projects. Use it to keep track of everything from a simple project checklist to a complex workflow, and get instant notification of changes.

See Trello Integrations