Wealthbox CRM + Microsoft Office 365 + Box Integrations
How to connect Wealthbox CRM + Microsoft Office 365 + Box
Zapier lets you send info between Wealthbox CRM and Microsoft Office 365 and Box automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Wealthbox CRM + Microsoft Office 365 + Box
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Wealthbox CRM, Microsoft Office 365, and Box. And don’t forget that you can add more apps and actions to create complex workflows.
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How Wealthbox CRM + Microsoft Office 365 + Box Integrations Work
- Step 1: Authenticate Wealthbox CRM, Microsoft Office 365, and Box.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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About Box
Box lets you keep all your businesses files in one place for simple online collaboration.
