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Dubb + Wealthbox CRM Integrations

How to connect Dubb + Wealthbox CRM

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Supported triggers and actions

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How Dubb + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate Dubb and 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
dubb logo
dubb logo
dubb logo

About Dubb

Dubb is a video communication platform that lets you create and share trackable screen and camera videos to help you streamline your communication and grow your organization.

Related categories

  • CRM (Customer Relationship Management)
wealthbox logo
wealthbox logo
wealthbox logo

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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