Pipedrive + Wealthbox CRM
Create new Pipedrive organizations from Wealthbox CRM contacts
Effortlessly keep your sales pipeline updated by connecting Wealthbox CRM and Pipedrive. With this automation, new contacts added in Wealthbox CRM will trigger the creation of an organization in Pipedrive. This streamlined process saves you time and ensures all your vital client information stays up-to-date across both platforms.
Effortlessly keep your sales pipeline updated by connecting Wealthbox CRM and Pipedrive. With this automation, new contacts added in Wealthbox CRM will trigger the creation of an organization in Pipedrive. This streamlined process saves you time and ensures all your vital client information stays up-to-date across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Organization
Creates a new organization.
- Free forever for core features
- 14 day trial for premium features & apps
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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CRM (Customer Relationship Management)About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
