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  • Wealthbox CRM logoWealthbox CRM logo

Toggl + Wealthbox CRM Integrations

How to connect Toggl + Wealthbox CRM

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  • Toggl triggers, actions, and search
    New Client
    Triggers when a new client is created.
    Trigger
    Scheduled
  • Toggl triggers, actions, and search
    New Project
    Triggers when new projects are added.
    Trigger
    Scheduled
  • Toggl triggers, actions, and search
    New Tag
    Triggers when new tags are created.
    Trigger
    Scheduled
  • Toggl triggers, actions, and search
    New Task
    Triggers when new tasks are added.
    Trigger
    Scheduled
  • Toggl triggers, actions, and search
    New Time Entry
    Triggers when a new time entry is added.
    Trigger
    Scheduled
  • Toggl triggers, actions, and search
    New Time Entry Started
    Triggers when a new time entry is started and running.
    Trigger
    Scheduled
  • Toggl triggers, actions, and search
    New Workspace
    Triggers when a new workspace is created.
    Trigger
    Scheduled
  • Toggl triggers, actions, and search
    Create Client
    Creates a new client.
    Action
    Write
  • Toggl

    Creates a new project.

    Scheduled

    Action

  • Toggl

    Creates a new tag.

    Scheduled

    Action

  • Toggl

    Creates a new task.

    Scheduled

    Action

  • Toggl

    Creates a new time entry.

    Scheduled

    Action

  • Toggl

    Starts a new time entry.

    Scheduled

    Action

  • Toggl

    Stops an existing time entry.

    Scheduled

    Action

  • Toggl

    Finds a client by name.

    Scheduled

    Action

  • Toggl

    Finds a project by name.

    Scheduled

    Action

  • Toggl

    Finds a tag by name.

    Scheduled

    Action

  • Toggl

    Finds a task by name.

    Scheduled

    Action

  • Toggl

    Finds a time entry by description.

    Scheduled

    Action

  • Toggl

    Finds or creates a specific client.

    Scheduled

    Action

  • Toggl

    Finds or creates a specific project.

    Scheduled

    Action

  • Toggl

    Finds or creates a specific tag.

    Scheduled

    Action

  • Toggl

    Finds or creates a specific task.

    Scheduled

    Action

  • Toggl

    Finds or creates a specific time entry.

    Scheduled

    Action

  • Wealthbox CRM

    Triggers when a new comment is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new contact is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new event is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new note is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new opportunity is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new project is created.

    Instant

    Trigger

  • 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

    Find or Create a Contact

    Scheduled

    Action

How Toggl + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate Toggl and 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.
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toggl logo

About Toggl

One of the simplest ways to keep track of your time.
Learn more

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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

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