?>

Wealthbox CRM + YouTube Integrations

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

About Wealthbox CRM

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

About YouTube

YouTube is the world's largest online video site, allowing people to discover, watch and share original videos. It's also home to your favorite music, shows, movies and more.

YouTube Integrations
Connect Wealthbox CRM + YouTube in easier way

It's easy to connect Wealthbox CRM + YouTube 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 Video

    Trigger when a new video is uploaded by a specific YouTube username.

  • New Video By Search

    Trigger when a new video is uploaded that matches a specific search string.

  • New Video In Channel

    Trigger when a new video is published to a specific YouTube channel.

  • New Video In Playlist

    Trigger when a new video is added to a specific playlist. Note does not work for your 'watch later' playlist.

    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.

  • Upload Video

    Post a video to your channel.

How Wealthbox CRM & YouTube 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 YouTube as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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