Connect Wealthbox CRM and freshreview to Build Intelligent Automations
Integrate Wealthbox CRM with your favorite apps
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your Wealthbox CRM and freshreview accounts to viaSocket. Once connected, you can set up a workflow where an event in Wealthbox CRM triggers actions in freshreview (or vice versa).
Absolutely. You can customize how Wealthbox CRM data is recorded in freshreview. This includes choosing which data fields go into which fields of freshreview, setting up custom formats, and filtering out unwanted information.
The data sync between Wealthbox CRM and freshreview 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 Wealthbox CRM and freshreview. 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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About freshreview
Freshreview is an online reputation management software that helps online retailers, local area businesses, grow and manage their online customer reviews
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