Wealthbox CRM + WordPress Integration

If you're a business owner who uses WordPress to manage your website and Wealthbox CRM to manage your customer data, you may be wondering how to get the two systems to work together. One way to do this is by using this integration that allows you to create contact in Wealthbox CRM automatically every time a new user is added in WordPress.

Creating contact in Wealthbox CRM this way is a great way to track website activity and engagement by each contact.

Wealthbox CRM and WordPress are both incredibly powerful tools on their own, but when you put them together, they're a force to be reckoned with.

When you create a post in WordPress, this integration will automatically create a task in Wealthbox CRM so you can keep track of what you need to do.

This can help ensure that your post are properly prioritized and that you don't forget any important steps.