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Wealthbox CRM + Konnect Insights Integrations

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

About Wealthbox CRM

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

About Konnect Insights

Konnect Insights is a social listening and analytics platform that gives you data from social platforms and web. Data is fetched based on keywords and social profiles. Konnect Insights is trusted by brands from various industries as it offers a complete social suite.

Konnect Insights Integrations
Connect Wealthbox CRM + Konnect Insights in easier way

It's easy to connect Wealthbox CRM + Konnect Insights 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.

  • Get Profiles

    Trigger when new profile is created

  • Get Topics

    Triggers when new topic created

  • New cluster message

    Trigger when there is a new message for cluster.

  • New profile message

    Trigger when there is a new message for profile.

  • New topic message

    Trigger when there is a new message for topic.

    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.

How Wealthbox CRM & Konnect Insights 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 Konnect Insights as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Konnect Insights with Appy Pie Connect.

    (2 minutes)

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