Connect aloware and Wealthbox CRM to Build Intelligent Automations
Enable Integrations or automations with these events of aloware and Wealthbox CRM
Enable Integrations or automations with these events of aloware and Wealthbox CRM
Actions
Enroll Contact to Sequence
Enrolls a contact to a sequence on your Aloware account. For more information, go to Aloware >> Integrations >> Sequences API
List Users
Get the list of users.
Search Contact
Search a Contact.
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Frequently Asked Questions
To start, connect both your aloware and Wealthbox CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in aloware triggers actions in Wealthbox CRM (or vice versa).
Absolutely. You can customize how aloware data is recorded in Wealthbox CRM . This includes choosing which data fields go into which fields of Wealthbox CRM , setting up custom formats, and filtering out unwanted information.
The data sync between aloware and Wealthbox CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between aloware and Wealthbox CRM . For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About aloware
Aloware is a Cloud-based contact center software that offers call, text, and workflow automation and is fit for any team.
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About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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