Vimeo is a video sharing platform with powerful privacy and group features. It provides creators with tools and technology to host, distribute, and monetize their video effortlessly.
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 Vimeo + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Taggers when you likes a video.
Triggers when new video is added that matches the search.
Triggers when a user (your choice) posted a video.
Triggers when i added a video
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.
Upload a video on your vimeo 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.