Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Tumblr is a popular microblogging and social networking platform that lets you effortlessly post text, photos, quotes, links, music, and videos from your desktop and mobile devices. It is a great choice for people who want to join a large community.Tumblr Integrations
It's easy to connect Wealthbox CRM + Tumblr 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 whenever you 'like' a post on Tumblr.
Triggers when a new post is added by someone you follow on Tumblr.
Triggers when a new post is created in a specific blog you own.
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.
Creates a new link post.
Creates a new quote post.
Creates a new text post.