Box + Wealthbox CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Box and Wealthbox CRM.

Get started with workflows like: Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Popular Ways to Connect Box and Wealthbox CRM

Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip
Box + CandidateZip Resume/Job Parser + Wealthbox CRM
Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip
Box + CandidateZip Resume/Job Parser + Wealthbox CRM

It's easy to connect Box + Wealthbox CRM and requires absolutely zero coding experience—the only limit is your own imagination.

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

Triggered when you add a new file to a folder.

Triggered when you are assigned a task.

Triggers when a new contact is created.

Triggers when a new note is created.

Triggered when a new event is performed (this is the activity stream).

Triggered when you add a new folder.

Triggers when a new comment is created.

Triggers when a new event is created.

Triggers when a new opportunity is created.

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