Popular Wealthbox CRM + Heights Platform Workflows
Create Wealthbox CRM contact for new Heights Platform student
When Course is completed in Heights Platform > Check any condition > Create Contact in Wealthbox CRM > Grant role to student in Heights Platform
When Course is completed in Heights Platform > Check any condition > Update Contact in Wealthbox CRM > Grant role to student in Heights Platform
When Student course is completed in Heights Platform > Check any condition > Create Contact in Wealthbox CRM > Grant role to student in Heights Platform
When Student course is completed in Heights Platform > Check any condition > Update Contact in Wealthbox CRM > Grant role to student in Heights Platform
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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 IntegrationsHeights Platform is the most powerful online course building software in the world. It's a simple, yet robust way of building and selling your online courses to help you scale your business into a global brand.
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