Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.Microsoft Exchange Integrations
BambooHR + Microsoft ExchangeAdd new BambooHR contacts to Microsoft Exchange as contacts Read More...
It's easy to connect Wealthbox CRM + Microsoft Exchange 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.
Calendar Event Start
New Calendar Event
Updated Calendar Event
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.