• Wealthbox CRM logoWealthbox CRM logo
  • Egnyte logoEgnyte logo

Wealthbox CRM + Egnyte Integrations

How to connect Wealthbox CRM + Egnyte

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How Wealthbox CRM + Egnyte Integrations Work

  1. Step 1: Authenticate Wealthbox CRM and Egnyte.
    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.
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
egnyte logo
egnyte logo

About Egnyte

Egnyte enables users to easily and securely share files on-premises and in the cloud. Egnyte’s award-winning platform integrates with any cloud, storage, device and business application to enable customers to optimize their collaboration environments through secure access, centralized control and unified visibility.
Learn more

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