Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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
Freshworks CRM + GoToWebinarCreate GoToWebinar registrants when new contacts are created in Freshworks CRM Read More...
It's easy to connect Wealthbox CRM + GoToWebinar 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 registrant completes a webinar. At that point, they are considered an attendee.
Triggers when a new registrant is added to a webinar.
Triggers when you add a new upcoming webinar.
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.
Create a new registrant for a webinar.
Create and schedule a new, single-session webinar.
Removes a registrant from a webinar.