Wealthbox CRM + Zeplin Integration

Integrately lets you integrate Wealthbox CRM and Zeplin instantly - without any learning curve.

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Create Your Own Wealthbox CRM & Zeplin 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
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

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 styleguides color in Zeplin
Create a note in Zeplin
Create project color in Zeplin
Create new screen in Zeplin
Create new screen version in Zeplin

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Wealthbox CRM or Zeplin 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

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.

See Zeplin Integrations