Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Cisco Webex Meetings is an online meeting solution that allows businesses to connect with everyone who matters most. With the ability to host a meeting in just a few clicks, Cisco Webex makes it easy to get your team on the same page quickly.Cisco® Webex Meetings Integrations
Cisco Webex Meetings + Google CalendarAdd any Cisco Webex Meeting to your Google Calendar Read More...
Cisco Webex Meetings + AsanaCreate Asana tasks for any new Cisco Webex meeting Read More...
It's easy to connect Wealthbox CRM + Cisco® Webex Meetings without coding knowledge. Start creating your own business flow.
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.
Trigger when new meeting created.
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.
Creates a new meeting.