Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.Gmail Integrations
Gmail + SlackSend private messages in Slack from new Gmail searches [REQUIRED : Business Gmail Account] Read More...
Gmail + Google DriveSave new Gmail attachments (original file format) to Google Drive Read More...
Gmail + Google SheetsSave Gmail emails matching certain traits to a Google Spreadsheet Read More...
Gmail + Google SheetsAdd new incoming Gmail emails that match a label to Google Sheets as new rows Read More...
Gmail + TrelloCreate Trello cards from new starred Gmail emails [REQUIRED : Business Gmail Account] Read More...
It's easy to connect Wealthbox CRM + Gmail 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 whenever a new attachment is received (trigger is initiated once per attachment).
Triggers when a new e-mail appears in the specified mailbox.
Triggers when you receive a new email that matches a search string you provide.
Triggers when you receive a new email in a label.
Triggers everytime you receive a new email and Starmark it within two days.
Triggers every time a new thread starts.
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.
Draft a new email message(but don't send).
Creates a new label.
Draft a new email message & send it.