?>

Wealthbox CRM + Toggl Integrations

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

About Wealthbox CRM

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

About Toggl

Toggl is the best time tracker for teams and businesses. Whether you want to track your own time or you manage a team of employees, Toggl make it easy.

Toggl Integrations
Toggl Alternatives

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

  • Time Doctor Time Doctor
  • TimeLive TimeLive
  • Time Tracker Time Tracker
Connect Wealthbox CRM + Toggl in easier way

It's easy to connect Wealthbox CRM + Toggl 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 Client

    Triggers when a new client is created.

  • New Project

    Triggers when new projects are added.

  • New Tag

    Triggers when new tags are created.

  • New Task

    Triggers when new tasks are added (available only for pro workspaces).

  • New Time Entry

    Triggers when a new time entry is added.

  • New Workspace

    Triggers when a new workspace is created.

    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 Client

    Creates a new client.

  • Create Project

    Creates a new project.

  • Create Tag

    Creates a new tag.

  • Create Task

    Creates a new task (available only for pro workspaces).

  • Create Time Entry

    Creates a new time entry.

  • Start Time Entry

    Starts a new time entry.

  • Stop Time Entry

    Stops an existing time entry.

How Wealthbox CRM & Toggl 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 Toggl as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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