Wealthbox CRM + Zeplin Integration
Connect Wealthbox CRM to Zeplin in 1 click
Free forever.Use premium features free for 14 days.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
Note is deleted in Zeplin Instant- Note is created in Zeplin Instant
- Comment is added to note in Zeplin Instant
- Comment is deleted in Zeplin Instant
- Project is updated in Zeplin Instant
- Project is created in Zeplin Instant
- Project color is created in Zeplin Instant
- Styleguide color is created in Zeplin Instant
- Project color is updated in Zeplin Instant
- Styleguide color is updated in Zeplin Instant
- Project color is deleted in Zeplin Instant
- Styleguide color is deleted in Zeplin Instant
- Screen is created in Zeplin Instant
- New screen version is created in Zeplin Instant
- Component is added to styleguide in Zeplin Instant
- Component is updated in Zeplin Instant
- Screen is updated in Zeplin Instant
2.
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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 Zeplin Automations from
Integrately Community
Most popular
01
Create Google Calendar event from new Zeplin project
02
Create Microsoft Outlook event from new Zeplin project
03
Create Zeplin note for new Quickbooks Online time activity
04
Create Zeplin note for new Clockify time entry
05
Create Microsoft Office 365 event from new Zeplin project
06
Create Publit.io folder for new Zeplin note
07
When Project color is created in Zeplin > Create record in SmartSuite
08
When Project color is created in Zeplin > Create row in SQL Server
09
When Styleguide color is created in Zeplin > Create row in PostgreSQL
10
When Styleguide color is created in Zeplin > Create record in SmartSuite
Most popular
01
Create Google Calendar event from new Zeplin project
02
Create Microsoft Outlook event from new Zeplin project
03
Create Zeplin note for new Quickbooks Online time activity
04
Create Zeplin note for new Clockify time entry
05
Create Microsoft Office 365 event from new Zeplin project
06
Create Publit.io folder for new Zeplin note
07
When Project color is created in Zeplin > Create record in SmartSuite
08
When Project color is created in Zeplin > Create row in SQL Server
09
When Styleguide color is created in Zeplin > Create row in PostgreSQL
10
When Styleguide color is created in Zeplin > Create record in SmartSuite
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Connect Accounts
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Connect Wealthbox CRM + Zeplin Now 
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Connect Wealthbox CRM + Zeplin Now
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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!
Zeplin
Zeplin is a collaborative design platform that seamlessly helps you publish, organize, and document designs. You can easily share finalized designs, track changes, connect components to code and accelerate from design to code.
