Rex + Wealthbox CRM

Create new Rex leads from Wealthbox CRM contacts

Keep your leads organized and never miss an opportunity by streamlining your CRM processes. This workflow activates when you add a new contact in Wealthbox CRM, and instantly creates a lead in Rex to help you manage your prospects efficiently. Save time and make sure you always have up-to-date information in both systems with this seamless integration.

Keep your leads organized and never miss an opportunity by streamlining your CRM processes. This workflow activates when you add a new contact in Wealthbox CRM, and instantly creates a lead in Rex to help you manage your prospects efficiently. Save time and make sure you always have up-to-date information in both systems with this seamless integration.

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

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    RexRex
    Create Lead

    Creates a Lead

    ActionWrite
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Supported triggers and actions

  • 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
rex logo
rex logo

About Rex

Thousands of agencies across Aus, NZ and UK are powered by Rex's cloud and mobile real estate platform.

Related categories

  • CRM (Customer Relationship Management)

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wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier