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IMAP by Connect + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between IMAP by Connect and Wealthbox CRM

About IMAP by Connect

IMAP stands for Internet message access protocol, which is a widely used protocol for e-mail retrieval available in Microsoft, Google and Yahoo! products among millions of mail servers worldwide. Check our SMTP service as well!

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations
Connect IMAP by Connect + Wealthbox CRM in easier way

It's easy to connect IMAP by Connect + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Email

    Triggers when you receive a new email.

  • New Mailbox

    Triggers when you add a new mailbox to your account.

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How IMAP by Connect & Wealthbox CRM Integrations Work

  1. Step 1: Choose IMAP by Connect as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate IMAP by Connect with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Wealthbox CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Wealthbox CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.