Connect MYSQL and Wealthbox CRM to Build Intelligent Automations
Enable Integrations or automations with these events of MYSQL and Wealthbox CRM
Enable Integrations or automations with these events of MYSQL and Wealthbox CRM
Actions
Find row(s) from a table
Find row(s) via a lookup column.
Execute a Query (advanced)
You can select, create, update or delete row(s) of table via custom SQL query.
Insert Row
Adds a new row into the table.
Update row(s) in a table
Update any existing row in the given table.
Delete row
Deletes row from a table.
tesitng
this is only for testing purpose
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Frequently Asked Questions
To start, connect both your MYSQL and Wealthbox CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in MYSQL triggers actions in Wealthbox CRM (or vice versa).
Absolutely. You can customize how MYSQL 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 MYSQL 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 MYSQL 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 MYSQL
MySQL is an open-source relational database management system (RDBMS) that uses Structured Query Language (SQL) for managing and querying data. It is widely used for its speed, reliability, and flexibility in handling large-scale database applications. MySQL is commonly employed in web development and is a key component of the popular LAMP stack (Linux, Apache, MySQL, PHP/Perl/Python).
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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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