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Wealthbox CRM + GoToWebinar Integrations

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

About Wealthbox CRM

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

About GoToWebinar

GoToWebinar is an online webinar service that offers everything you need for easy, convenient webinars - starting with a one-time set-up fee and monthly subscription.

GoToWebinar Integrations
GoToWebinar Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Best Wealthbox CRM and GoToWebinar Integrations

  • Wealthbox CRM GoToWebinar

    Freshworks CRM + GoToWebinar

    Create GoToWebinar registrants when new contacts are created in Freshworks CRM Read More...
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    GoToWebinar Create Registrant
    If you're using Freshworks CRM to manage your contacts, then you can generate GoToWebinar registrants directly from your CRM contacts. This Connect Flow can make sure new contacts in Freshworks get automatically added to your GoToWebinar registrant list using the fields you specify, including their name, email, phone number, and company.
    How this Freshworks CRM – GoToWebinar Integration Works
    • A new contact is added to Freshworks CRM
    • Appy Pie Connect creates a GoToWebinar registrant
    What You Need
    • A Freshworks CRM account
    • A GoToWebinar account
  • Wealthbox CRM GoToWebinar

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    {{item.message}} Read More...
    When this happens...
    Wealthbox CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Wealthbox CRM + GoToWebinar in easier way

It's easy to connect Wealthbox CRM + GoToWebinar 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 Attendee

    Triggers when a registrant completes a webinar. At that point, they are considered an attendee.

  • New Registrant

    Triggers when a new registrant is added to a webinar.

  • New Upcoming Webinar

    Triggers when you add a new upcoming webinar.

    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 Registrant

    Create a new registrant for a webinar.

  • Create Webinar

    Create and schedule a new, single-session webinar.

  • Remove Registrant

    Removes a registrant from a webinar.

How Wealthbox CRM & GoToWebinar 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 GoToWebinar as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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