wealthbox

Workflow Automation Integrations

Organize Your Leads and Increase Your Sales

In Wealthbox you can set up special fields, text dates, and checkboxes based on your business requirements. Drag-and-drop the order of your custom fields inputs with ease.

Customer Relationship Management

Wealthbox’s tagging, grouping, filtering and auto-suggest features make searching for contacts a breeze.

How Does it Work?

ZapUp automates your work by Actions (like “Create contact") to complete an action easily in one application while a trigger occurs in another application. ZapUp’s integration with Wealthbox helps you deal with CRM activities smoothly for all small and medium sized businesses by easily performing actions like creating new cases and tasks.

flow-inner-integration
Triggers

Create contact

Create a contact

Create workflow

Create a new workflow

Create task

Create a task

Create note

Create a note

Create project

Create a project

Create event

Create an event

Create opportunity

Create an opportunity

ACTIONS

Seamless Integrations of our Apps

Integrate more to empower your business

pricing-block-lhs-animation
pricing-block-rhs-animation

Go to the next level with 500-apps-logo

Everything you need to grow like the Fortune 500

Get Started with 500apps Today

Zapup is a part of 500apps Infinity Suite

Please enter a valid email address