WealthBox integrations

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

Here’s what you can do with WealthBox and SyncSpider

Export from WealthBox
By using this Integration as a Source, you can export following Entities from it.

Send Contacts

Send Tasks

Send Workflows

Send Workflow Templates

Send Events

Send Opportunities

Send Projects

Send Notes

Send Comments

Send User Groups

Send Custom Fields

Import to WealthBox
By using this Integration as a Target, you can import following Entities to it.

Add Workflow

Add Events

Add Projects

Add Notes

Add Contacts

Add Opportunity.

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Add Workflows from Google Sheets to WealthBox

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How it works

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