Connect Wealthbox CRM and PieMatrix Pie to Build Intelligent Automations
Integrate Wealthbox CRM with your favorite apps
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Frequently Asked Questions
To start, connect both your Wealthbox CRM and PieMatrix Pie accounts to viaSocket. Once connected, you can set up a workflow where an event in Wealthbox CRM triggers actions in PieMatrix Pie (or vice versa).
Absolutely. You can customize how Wealthbox CRM data is recorded in PieMatrix Pie. This includes choosing which data fields go into which fields of PieMatrix Pie, setting up custom formats, and filtering out unwanted information.
The data sync between Wealthbox CRM and PieMatrix Pie 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 PieMatrix Pie. 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 PieMatrix Pie
Pie is a visual process and project management web application that combines agile with waterfall and made for repeatable project processes. Pie is designed for improving end-project results with team collaboration.
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