Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Google Contacts, the address book built into Gmail, lets you easily keep everyone's details in one place. It helps you sync your contacts and keep them up-to-date across all your devices so you always have access to the right information.Google Contacts Integrations
Google Contacts + Follow Up BossCreate or update Follow Up Boss Contacts Automatically from Your Google Contacts Read More...
Gmail + Google ContactsCreate or update contacts in Google Contacts from new Gmail emails Read More...
If you often use Gmail, and you want to keep your contacts up to date. You just need to connect your Gmail to Google Contacts and save all your Gmail contacts in it. Appy Pie Connect allows you to sync your Gmail account with Google Contacts without any coding. Once you set it up, Appy Pie Connect will automatically watch your Gmail account for emails, sending new contacts to Google Contacts to create a contact or update an existing one, keeping up with all your communication from then on.
Agendor + Google ContactsCreate a new contact in Google Contacts for every new people in Agendor Read More...
EngageBay + Google ContactsAdd your EngageBay contacts to your Google Contacts Read More...
Freshworks CRM + Google ContactsCreate contacts in Google Contacts from new Freshworks CRM contacts Read More...
It's easy to connect Wealthbox CRM + Google Contacts 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 group is created.
Triggers when a contact is created or 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.
Adds an existing contact to a group.
Creates a new contact.