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Wealthbox CRM + Freshdesk Integrations

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

About Wealthbox CRM

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

About Freshdesk

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

Best Wealthbox CRM and Freshdesk Integrations

  • Wealthbox CRM Slack

    Freshdesk + Slack

    Get Slack notifications every time a new ticket comes into your Freshdesk ticket view Read More...
    When this happens...
    Wealthbox CRM New Ticket
     
    Then do this...
    Slack Send Channel Message
    If you're looking for a way to get the most out of your Slack, try this Freshdesk - Slack integration. Once active, we will watch your ticket view inside your Freshdesk account for new tickets. When a new ticket is found, Appy Pie Connect will copy the ticket data and automatically post it on Slack. With our automation platform, you can set-up this Connect within minutes, all without writing even a single line of code.
    How this Freshdesk - Slack integration Works
    • A new ticket is created in Freshdesk
    • Appy Pie Connect copies the ticket data and sends as a message to the selected Slack channel
    What You Need
    • A Freshdesk account
    • A Slack account
  • Wealthbox CRM Asana

    Freshdesk + Asana

    Create Asana tasks for new Freshdesk tickets Read More...
    When this happens...
    Wealthbox CRM New Ticket
     
    Then do this...
    Asana Create Task
    Set up this Asana – Freshdesk integration and we will help you add efficiency to your business. This Asana-Freshdesk integration, once active, will create a new task in Asana for every ticket you receive on Freshdesk. You don’t need coding or programming skills, just follow our simple instructions and set-up this integration in minutes.
    How It Works
    • A new ticket is created on Freshdesk
    • Appy Pie Connect automatically creates a task for it in Asana
    What You Need
    • A Freshdesk account
    • An Asana account
  • Wealthbox CRM Asana

    Freshdesk + Asana

    Create tasks on Asana for updated Freshdesk tickets Read More...
    When this happens...
    Wealthbox CRM Update Ticket
     
    Then do this...
    Asana Create Task
    If you want to automatically transfer your Freshdesk tickets to Asana, this integration is perfect for you. After setting this integration up, Appy Pie Connect will automatically create a new Asana task for each ticket on Freshdesk that gets updated. This integration helps your team handle your support desk tickets more productively.
    How this this Freshdesk-Asana integration Works
    • A ticket is updated on Freshdesk
    • Appy Pie Connect automatically creates a new task in Asana
    What You Need
    • A Freshdesk account
    • An Asana account
  • Wealthbox CRM Trello

    Freshdesk + Trello

    Create a Trello Card for every new Freshdesk tickets Read More...
    When this happens...
    Wealthbox CRM New Ticket
     
    Then do this...
    Trello Create Card
    Use this integration and turn your Freshdesk tickets into Trello cards. Set this integration up, and whenever a new ticket is updated on Freshdesk, Appy Pie Connect will automatically create a new Trello card, keeping both your teams aware and responsive to customer queries. This integration will surely improve your customer service quality.
    How this integration Works
    • A ticket is added in Freshdesk
    • Appy Pie Connect automatically creates a new Trello card
    What You Need
    • A Freshdesk account
    • A Trello account
  • Wealthbox CRM GitHub

    Freshdesk + GitHub

    Create GitHub issues when Freshdesk tickets are updated Read More...
    When this happens...
    Wealthbox CRM Update Ticket
     
    Then do this...
    GitHub Create Issue
    When a customer reaches out to your company with a question or a problem, they expect a timely response. Set up this Freshdesk - GitHub integration and a new issue will automatically be created in your GitHub for every new ticket you receive in Freshdesk. After setting this integration up, whenever a ticket is updated on Freshdesk, Appy Pie Connect will create a new issue in GitHub, making your customer service more efficient.
    How this Freshdesk - GitHub integration works
    • A ticket is updated on Freshdesk
    • Appy Pie Connect automatically creates an issue in GitHub
    What You Need
    • A Freshdesk account
    • A GitHub account
  • Wealthbox CRM GitHub

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    When this happens...
    Wealthbox CRM {{item.triggerTitle}}
     
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Connect Wealthbox CRM + Freshdesk in easier way

It's easy to connect Wealthbox CRM + Freshdesk 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.

  • New Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

    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.

  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

How Wealthbox CRM & Freshdesk Integrations Work

  1. Step 1: Choose Wealthbox CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Freshdesk as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Freshdesk with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.