Integrate Wealthbox CRM with Retently

Sync customer profiles between Wealthbox CRM and Retently to ensure up-to-date contact information and preferences. Trigger NPS/CSAT surveys after significant client interactions, such as financial consultations or account updates, and use feedback scores to tailor client services and improve customer satisfaction.

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About Wealthbox CRM

Wealthbox is a web-based CRM solution designed for financial advisors to manage client relationships effectively. It includes features for tracking comments, events, opportunities, tasks, and workflows.

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Wealthbox CRM to Retently

1

New Comment

Triggers when a new comment is created.
2

New Event

Triggers when a new event is created.
3

New Opportunity

Triggers when a new opportunity is created.
4

Task Complete

Triggers when a Task has been completed. Non-repeating tasks only.
5

New Workflow

Triggers when a new workflow is created.
6

New Contact

Triggers when a new contact is created.
7

New Note

Triggers when a new note is created.
8

New Project

Triggers when a new project is created.
9

New Task

Triggers when a new task is created.
10

Workflow Step Complete

Triggers when an existing workflow step is completed.
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Retently to Wealthbox CRM

1

Add Member to Household

Adds a new family member to a household.
2

Create Event

Creates a new event.
3

Create Opportunity

Creates a new opportunity.
4

Create Task

Creates a new task.
5

Start Workflow

Starts a new workflow for a contact, project, or opportunity based on a workflow template you have created in Wealthbox.
6

Find or Create a Contact

Finds or creates a contact.
7

Create Contact

Creates a new contact.
8

Create Note

Creates a new note.
9

Create Project

Creates a new project.
10

Create Household

Creates a new household.
11

Find Contact

Finds a contact.

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