Wealthbox CRM + Zenkit Integration

Connect Wealthbox CRM to Zenkit in 1 click

Integrate Wealthbox CRM + Zenkit For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Wealthbox CRM + Zenkit Workflows

Create Zenkit item for new Wealthbox CRM contact

Wealthbox CRM + Zenkit Integration

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Create Your Own Wealthbox CRM & Zenkit Integration Without Any Code

Create Custom Workflow

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
Item is created in Zenkit Instant
Item value is changed in Zenkit Instant
Activity is created in Zenkit Instant
Notification is created in Zenkit 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
Create item in Zenkit
Update item in Zenkit
Search item in Zenkit
Add comment to item in Zenkit
Search collection in Zenkit
Search member in Zenkit

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Integrate Wealthbox CRM & Zenkit In 1 Click
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You Can Also Connect Wealthbox CRM or Zenkit With 1200+ 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

Zengine is a cloud-based SaaS tool designed to boost the efficiency of grantmakers and nonprofits. It features customizable workflows, built-in data analytics, and powerful reporting tools.

See Zenkit Integrations