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Wealthbox CRM + Agendor Integrations

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

About Wealthbox CRM

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

About Agendor

Agendor is a sales improvement platform with web and mobile version designed for Brazilian companies with long sales cycles.

Agendor Integrations

Best Wealthbox CRM and Agendor Integrations

  • Wealthbox CRM Google Contacts

    Agendor + Google Contacts

    Create a new contact in Google Contacts for every new people in Agendor Read More...
    When this happens...
    Wealthbox CRM New Person
     
    Then do this...
    Google Contacts Create or Update Contacts
    Connect Agendor with Google Contacts and streamline your business like never before. Appy Pie Connect makes it easy to connect Agendor to Google Contacts, so you can do more in less time. Appy Pie Connect allows you to connect Agendor and Google Contacts, with one trigger whenever a new person is detected in Agendor. After setting this Agendor- Google Contacts integration, whenever a contact is added to Agendor, Appy Pie Connect will automatically add it to Google Contacts, so that you can always keep your contact list up-to-date.
    How This Agendor-Google Contacts Integration Works
    • A new person is added to Agendor
    • Appy Pie Connect creates a contact in Google Contacts
    What You Need
    • Agendor account
    • Google Contacts account
  • Wealthbox CRM Slack

    Agendor + Slack

    Get notified in Slack for a new deal is created in Agendor Read More...
    When this happens...
    Wealthbox CRM Deal Won
     
    Then do this...
    Slack Send Channel Message
    Do you need a simple way to notify your entire team that you've just made a sale? This integration is exactly what you're looking for. This connect flow will automatically send a notification to the Slack channel of your choice whenever a deal is set to won in Agendor. After setting this Agendor-Slack integration up, Appy Pie Connect will watch your Agendor account for new opportunities and will let you know via Slack whenever new deals become available.
    How It Works
    • A new person is added to Agendor
    • Appy Pie Connect creates a contact in Google Contacts
    Apps Involved
    • Agendor
    • Slack
  • Wealthbox CRM Trello

    Agendor + Trello

    Create Trello cards for every new deal in Agendor Read More...
    When this happens...
    Wealthbox CRM Deal Won
     
    Then do this...
    Trello Create Card
    If you're using Agendor to track your sales pipeline, then simply use this Appy Pie Connect integration to add a new Trello card each time you win a new deal. Set up this Agendor-Trello integration and any time a new deal gets created in Agendor, Appy Pie Connect will create a corresponding card on Trello so you can keep track of the stage your deal is in. You can also use this integration to visualize your funnel and see if the process is working.
    How This Agendor-Trello Integration Works
    • A new deal is won in Agendor
    • Appy Pie Connect creates a card in Trello
    Apps Involved
    • Agendor
    • Trello
  • Wealthbox CRM Trello

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    {{item.message}} Read More...
    When this happens...
    Wealthbox CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Wealthbox CRM + Agendor in easier way

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

    Triggers
  • 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.

  • Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

  • Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

  • Deal Won

    Triggers when a Deal (Negócio) is set as won.

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

    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.