Connect Hive and Wealthbox CRM to power AI-driven automation
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Launch your first automated workflow
Start with a template that brings Hive and Wealthbox CRM together. Build enterprise-grade automation in minutes.
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How Zapier works
Zapier makes it easy to integrate Hive with Wealthbox CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Action" from Hive.
Add your action
An action happens after the trigger—such as "Add Member to Household" in Wealthbox CRM.
You’re connected!
Zapier seamlessly connects Hive and Wealthbox CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- WorkspaceRequired
- Select Project
Try ItTriggerPolling- WorkspaceRequired
- Copy Action Statuses
- Copy Action Assignees
- Select ProjectRequired
- NameRequired
- Deadline
ActionWrite- WorkspaceRequired
- Select ProjectRequired
- Action Template
- TitleRequired
- Assigned To
- Description
- Deadline
- Custom Fields
ActionWrite- WorkspaceRequired
- WorkflowRequired
- Custom Fields
ActionWrite
- WorkspaceRequired
- Select Project
Try ItTriggerPolling- WorkspaceRequired
- Description
- Assigned To
- TitleRequired
- Deadline
ActionWrite- WorkspaceRequired
- Group for WorkspaceRequired
- Message BodyRequired
- Custom Sender Name
- Custom Sender Picture
- Color
ActionWrite- Action IDRequired
- New status
ActionWrite
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