Today we’re excited to announce a new partnership with Integrately, an online integration and automation platform.
Financial advisors use Integrately to automate routine but essential tasks within Wealthbox and between third-party tools. Integrately connects Wealthbox to more than 450 other applications, providing support across a wide range of software and use cases.
“With Wealthbox and Integrately, you don’t need technical expertise,” said Divya Karia, Partner Program Manager at Integrately. “Simply choose from over 200,000+ automations, connect your accounts, and activate the flow. You get all the simplicity of Wealthbox alongside your other favorite apps. It’s that easy!”
Integrately allows advisors to create and update contact records, opportunities, events, notes, tasks, workflows, projects, and comments from the Integrately platform. No need to switch back and forth between apps. Just build your automations and map the fields to pass data between Wealthbox CRM and your other favorite applications. Learn more about the Wealthbox + Integrately integration here.