Connect NetHunt CRM and Wealthfront to Build Intelligent Automations
Enable Integrations or automations with these events of NetHunt CRM and Wealthfront
Enable Integrations or automations with these events of NetHunt CRM and Wealthfront
Triggers
New Record
Trigger when a new record created.
New Comment
Trigger when new comment is created.
New Call Logs
Trigger when new call logs created.
Updated Record
Trigger when record updated.
Actions
Create Record
Create a new record
Update Record
Update a record
Delete Record
Delete a record
Create Comment
Create a new record comment
Find Record
Find records by ID or text query
Link Gmail Thread
This action Add a Gmail thread to a record.
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Frequently Asked Questions
To start, connect both your NetHunt CRM and Wealthfront accounts to viaSocket. Once connected, you can set up a workflow where an event in NetHunt CRM triggers actions in Wealthfront (or vice versa).
Absolutely. You can customize how NetHunt CRM data is recorded in Wealthfront. This includes choosing which data fields go into which fields of Wealthfront, setting up custom formats, and filtering out unwanted information.
The data sync between NetHunt CRM and Wealthfront 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 NetHunt CRM and Wealthfront. 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 NetHunt CRM
NetHunt CRM is a customer relationship management system for Gmail and Google Apps.
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About Wealthfront
Wealthfront is a leading automated investment service that provides financial planning, investment management, and banking services. It offers a range of financial products including tax-optimized investment portfolios, cash accounts, and personalized financial advice, all designed to help users grow their wealth efficiently.
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