Loading

Wealthbox CRM + WebinarJam / EverWebinar Integrations

How to connect Wealthbox CRM + WebinarJam / EverWebinar

Zapier lets you send info between Wealthbox CRM and WebinarJam / EverWebinar automatically—no code required.

When this happens...
automatically do this!

Supported triggers and actions

What does this mean?

How Wealthbox CRM + WebinarJam / EverWebinar Integrations Work

  1. Step 1: Authenticate Wealthbox CRM and WebinarJam / EverWebinar.
    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.
Connect apps
wealthbox logo
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)
webinarjam logo
webinarjam logo
webinarjam logo

About WebinarJam / EverWebinar

WebinarJam is a webinar and live broadcasting program allowing for live and prerecorded events.
Learn More

Related categories

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Google LogoSign up with Google
Or
By signing up, you agree to Zapier’sTerms of Service