involve.me + Wealthbox CRM
Create Wealthbox CRM opportunities from new completed involve.me submissions
Streamline your sales process by connecting involve.me and Wealthbox CRM with this efficient workflow. When you receive a new completed submission in involve.me, an opportunity will be created in Wealthbox CRM, ensuring your team can quickly act on potential leads. Save time and keep your CRM up-to-date with this seamless automation.
Streamline your sales process by connecting involve.me and Wealthbox CRM with this efficient workflow. When you receive a new completed submission in involve.me, an opportunity will be created in Wealthbox CRM, ensuring your team can quickly act on potential leads. Save time and keep your CRM up-to-date with this seamless automation.
- When this happens...
- automatically do this!Create Opportunity
Creates a new opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
About involve.me
involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
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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.