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PriceHubble + Wealthbox CRM

Create PriceHubble valuations for new Wealthbox CRM contacts

Streamline your real estate valuation process with this workflow between Wealthbox CRM and PriceHubble. When a new contact is added in Wealthbox CRM, it will automatically trigger a valuation request in PriceHubble, providing you with valuable insights on property value. Save time and make informed decisions with seamless data accessibility across both platforms.

Streamline your real estate valuation process with this workflow between Wealthbox CRM and PriceHubble. When a new contact is added in Wealthbox CRM, it will automatically trigger a valuation request in PriceHubble, providing you with valuable insights on property value. Save time and make informed decisions with seamless data accessibility across both platforms.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    PriceHubblePriceHubble
    Valuation

    Value a property

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Wealthbox CRM triggers, actions, and search

    New Comment

    Triggers when a new comment is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Event

    Triggers when a new event is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

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

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Project

    Triggers when a new project is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Task

    Triggers when a new task is created.

    Trigger
    Instant
    Try It
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About PriceHubble

PriceHubble is the leading provider of residential real estate valuation and analyses.

Related categories

  • Analytics
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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.
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