Wealthbox connector for RevampKey

Connect Wealthbox to RevampKey so the agent can work in it for you.

Sign in with your accountBy Wealthbox24 toolsMac & Windows

How to connect Wealthbox

Open Connectors in RevampKey and search for Wealthbox.
Click Connect and approve access on Wealthbox's own sign-in page.
Come back and ask in plain English. The agent asks before it changes anything.

Tools the agent can use (24)

AddRelatedContact
AddTag
CreateComment
CreateContact
CreateCustomObject
CreateEvent
CreateNote
CreateOpportunity
CreateProject
CreateTag
CreateTask
CreateWorkflow
GetContact
GetCustomFieldValue
GetCustomObject
GetCustomObjectType
GetEvent
GetMeeting
GetNote
GetOpportunity
GetOpportunityPipeline
GetOpportunityStage
GetProject
GetRepeatingTask

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Connect Wealthbox in under a minute

Download RevampKey for Mac or Windows, sign in, and Wealthbox is one click away, along with every other connector in the marketplace.