SproutVideo is a video hosting platform with powerful video marketing, privacy, and analytical tools that take the guesswork out of sharing videos online.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
It's easy to connect SproutVideo + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Folders are a great way to organize videos in a hierarchical way within your account. Folders can contain both videos and other folders.
Triggers when a new video has been deployed within your account.
Triggers when a video has been watched
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Create a new access grant within your sproutvideo account.
Create a new folder within your SproutVideo account.
Create a new viewer login within your SproutVideo account.
Updates the settings for an existing access grant in your SproutVideo account.
Uploads a video to your SproutVideo account.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.