Wealthbox CRM + Trengo Integration

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

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

Ready workflows for Wealthbox CRM + Trengo Integration

Just click on the workflow you want to automate

Create Trengo ticket for new Wealthbox CRM contact

Wealthbox CRM + Trengo Integration

Activate

Create Trengo user for new Wealthbox CRM contact

Wealthbox CRM + Trengo Integration

Activate

Create Trengo ticket for new Wealthbox CRM opportunity

Wealthbox CRM is a great tool for managing customer relationships. However, when an opportunity is created in Wealthbox CRM, it can be difficult to track the progress of that opportunity and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Trengo whenever an opportunity is created in Wealthbox CRM. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the opportunity.

Activate

1of1

Didn’t find what you were looking for?

Create Your Own Wealthbox CRM & Trengo Integration Without Any Code

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

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
New inbound message is added in Trengo Instant
New outbound message is added in Trengo Instant
New internal note is added in Trengo Instant
Phone call is missed in Trengo Instant
Phone call is ended in Trengo Instant
Phone call is started in Trengo Instant
Ticket is assigned in Trengo Instant
Ticket is closed in Trengo Instant
Ticket is reopened in Trengo Instant
Ticket marked as spam in Trengo Instant
Ticket unmarked as spam in Trengo Instant
Ticket label is added in Trengo Instant

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
Send a message in Trengo
Send a WhatsApp message template in Trengo
Send a ticket message in Trengo
Send a ticket media message in Trengo
Create a ticket in Trengo
Reopen a ticket in Trengo
Attach a label in Trengo
Assign a ticket in Trengo
Close a ticket in Trengo
Mark ticket as spam in Trengo
Unmark ticket as spam in Trengo
Mark a ticket as favorite in Trengo
Unmark a ticket as favorite in Trengo
Create a user in Trengo
Log a phone call in Trengo

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Wealthbox CRM & Trengo 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 & Trengo 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 Trengo 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

Trengo is a powerful all-in-one customer communication platform that helps you build strong customer relationships. You can easily collaborate, automate, and scale support, marketing, and sales with Trengo.

See Trengo Integrations