Sync WealthBox and Customerly together in minutes using the first app-to-app connector built specifically for growth.
2-week free proof of concept
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Target
Send Send Contacts from WealthBox to Customerly
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Target
Send Send Tasks from WealthBox to Customerly
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Target
Send Workflows from WealthBox to Customerly
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Target
Send User Details from Customerly to WealthBox
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Target
Send Lead Details from Customerly to WealthBox
Create integrations using any app in our catalog — no limitations
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