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LinkedIn + Wealthbox CRM Integrations

How to connect LinkedIn + Wealthbox CRM

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

When this happens...
Wealthbox CRMWealthbox CRM
Workflow Step Complete

Triggers when an existing workflow step is completed.

automatically do this!
Wealthbox CRMWealthbox CRM
Add Member to Household

Adds a new family member to a household.

Supported triggers and actions

What does this mean?
  • LinkedIn triggers, actions, and search
    Create Company Update
    Creates a new update for a Company Page.
    Action
    Write
  • LinkedIn triggers, actions, and search
    Create Share Update
    Posts a status update sharing some content.
    Action
    Write
  • Wealthbox CRM triggers, actions, and search
    New Comment
    Triggers when a new comment is created.
    Trigger
    Instant
  • Wealthbox CRM triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Instant
  • Wealthbox CRM triggers, actions, and search
    New Event
    Triggers when a new event is created.
    Trigger
    Instant
  • Wealthbox CRM triggers, actions, and search
    New Note
    Triggers when a new note is created.
    Trigger
    Instant
  • Wealthbox CRM triggers, actions, and search
    New Opportunity
    Triggers when a new opportunity is created.
    Trigger
    Instant
  • Wealthbox CRM triggers, actions, and search
    New Project
    Triggers when a new project is created.
    Trigger
    Instant
  • Wealthbox CRM

    Triggers when a Task has been completed. Non-repeating tasks only.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new task is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new workflow is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when an existing workflow step is completed.

    Instant

    Trigger

  • Wealthbox CRM

    Adds a new family member to a household.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new contact.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new event.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new note.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new opportunity.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new project.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new task.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new household.

    Scheduled

    Action

  • Wealthbox CRM

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

    Scheduled

    Action

  • Wealthbox CRM

    Find a contact.

    Scheduled

    Action

  • Wealthbox CRM

    Finds or creates a specific find contact.

    Scheduled

    Action

How LinkedIn + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate LinkedIn + 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

LinkedIn Tutorials

About LinkedIn

LinkedIn is the world's largest social network for professionals. Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities.
Learn More

Related categories

  • Microsoft
  • Social Media Accounts

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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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