Connect converflow and Wealthbox CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for converflow
Choose an Action
Automatically do this!
- Request a new Action for Wealthbox CRM
Integrate converflow with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your converflow and Wealthbox CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in converflow triggers actions in Wealthbox CRM (or vice versa).
Absolutely. You can customize how converflow 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 converflow 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 converflow 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 Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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