Create Wealthbox CRM opportunity for new FunnelFLARE contact
This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
Just click on the workflow you want to automate
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Wealthbox CRM & FunnelFLARE
Choose the app you want to connect Gmail with...
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Wealthbox CRM & FunnelFLARE with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
Want to automate something else in your workflow?
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 IntegrationsFunnelFLARE is a sales process automation platform that provides a single point of view into every stage of the sales process, and enables real-time collaboration and visibility across your entire organization.
See FunnelFLARE IntegrationsMost upvoted product of the month
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