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Box + Wealthbox CRM Integrations

How to connect Box + Wealthbox CRM

Zapier lets you send info between Box and Wealthbox CRM automatically—no code required.

When this happens...
BoxBox
New Comment

Triggered when someone comments on a file in a folder you own/collaborate on.

automatically do this!
Wealthbox CRMWealthbox CRM
Add Member to Household

Adds a new family member to a household.

Box logo
Box logo
Wealthbox CRM logoWealthbox CRM logo

Do Even More with Box + Wealthbox CRM

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Box + Wealthbox CRM workflows do more for them.

  • CandidateZip Resume/Job Parser logo

    Zapier users love adding CandidateZip Resume/Job Parser to their workflows

    Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip

    Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip
    • Box logo
    • Wealthbox CRM logo
    Box + CandidateZip Resume/Job Parser + Filter by Zapier + 1 more
  • CandidateZip Resume/Job Parser logo

    Zapier users love adding CandidateZip Resume/Job Parser to their workflows

Supported triggers and actions

What does this mean?

How Box + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate Box + Wealthbox CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.
Learn More

Related categories

  • File Management & Storage

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wealthbox logo
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About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn More

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