Backendless + Wealthbox CRM
Add new Wealthbox CRM contacts to Backendless as saved objects
Easily manage your contacts and save time with this efficient workflow. When a new contact is added to Wealthbox CRM, this automation will create a new object in Backendless with the same information. Stay organized and ensure your contacts are always up-to-date across both platforms without lifting a finger.
Easily manage your contacts and save time with this efficient workflow. When a new contact is added to Wealthbox CRM, this automation will create a new object in Backendless with the same information. Stay organized and ensure your contacts are always up-to-date across both platforms without lifting a finger.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Save New Object
Saves a new object in the database in the chosen data table.
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About Backendless
Backendless is a Visual Application Development Platform. With Backendless you can streamline the process of developing highly scalable mobile and web applications by using our universal backend system and very intuitive UI development interface.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.