Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.Freshdesk Integrations
Freshdesk + SlackGet Slack notifications every time a new ticket comes into your Freshdesk ticket view Read More...
Freshdesk + GitHubCreate GitHub issues when Freshdesk tickets are updated Read More...
It's easy to connect Wealthbox CRM + Freshdesk 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.
Triggers when a new customer is created.
Triggers when there is a new ticket is created in Freshdesk.
Triggers when a Ticket is updated.
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.
Allows you to create a User/Customer in Freshdesk for your support domain.
Create a ticket in Freshdesk for your domain.