Agendor Wealthbox CRM Integración mediante agentes de IA
Appy Pie Automate le permite integrar Agendor con Wealthbox CRM usando agentes de IA
- No se requiere tarjeta de crédito
- Prueba gratuita de 7 días
- Instalación rápida como un rayo
20 millones de horas hombre ahorradas
Plataforma de integración de aplicaciones galardonada
Simplifique la integración de Agendor Wealthbox CRM con una configuración perfecta
Configure fácilmente la integración de Agendor Wealthbox CRM sin codificación. Comience a automatizar sus flujos de trabajo e integre Agendor con Wealthbox CRM hoy mismo.
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Trato perdido
Se dispara cuando una Operación (Negócio) se establece como perdida.
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Etapa de negociación modificada
Se activa cuando una Operación (Negócio) pasa a otra etapa (Etapa) en el pipeline.
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Trato ganado
Se activa cuando una Operación (Negócio) se establece como ganada.
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Nuevo trato
Se activa cuando se crea una nueva Operación (Negócio).
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Nueva Organización
Se activa cuando se crea una nueva Organización (Empresa).
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Persona nueva
Se activa cuando se crea una nueva Persona (Pessoa).
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Nueva tarea
Se activa cuando se crea una nueva Tarea (Tarefa/Comentário).
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Acuerdo actualizado
Disparadores cuando se edita una Operación (Negócio)
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Organización actualizada
Se activa cuando se edita una Organización (Empresa).
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Persona actualizada
Se activa cuando se edita una Persona (Pessoa).
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Nuevo comentario
Se activa cuando se crea un nuevo comentario.
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Nuevo contacto
Se activa cuando se crea un nuevo contacto.
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Nuevo evento
Se activa cuando se crea un nuevo evento.
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Nueva Nota
Se activa cuando se crea una nueva nota.
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Nueva oportunidad
Se activa cuando se crea una nueva oportunidad.
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Nuevo proyecto
Se activa cuando se crea un nuevo proyecto.
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Nuevo flujo de trabajo
Se activa cuando se crea un nuevo flujo de trabajo.
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Añadir miembro al hogar
Añade un nuevo miembro a la familia.
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Crear contacto
Crea un nuevo contacto.
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Crear evento
Crea un nuevo evento.
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Crear hogar
Crear un nuevo hogar
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Crear nota
Crea una nueva nota.
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Crear oportunidades
Crea una nueva oportunidad.
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Crear proyecto
Crea un nuevo proyecto.
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Crear tarea
Crea una nueva tarea.
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Iniciar flujo de trabajo
Inicie un nuevo flujo de trabajo para un contacto, proyecto u oportunidad - basado en una plantilla de flujo de trabajo que haya creado en Wealthbox.
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Trato perdido
Se dispara cuando una Operación (Negócio) se establece como perdida.
-
Etapa de negociación modificada
Se activa cuando una Operación (Negócio) pasa a otra etapa (Etapa) en el pipeline.
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Trato ganado
Se activa cuando una Operación (Negócio) se establece como ganada.
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Nuevo trato
Se activa cuando se crea una nueva Operación (Negócio).
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Nueva Organización
Se activa cuando se crea una nueva Organización (Empresa).
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Persona nueva
Se activa cuando se crea una nueva Persona (Pessoa).
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Nueva tarea
Se activa cuando se crea una nueva Tarea (Tarefa/Comentário).
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Acuerdo actualizado
Disparadores cuando se edita una Operación (Negócio)
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Organización actualizada
Se activa cuando se edita una Organización (Empresa).
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Persona actualizada
Se activa cuando se edita una Persona (Pessoa).
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Nuevo comentario
Se activa cuando se crea un nuevo comentario.
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Nuevo contacto
Se activa cuando se crea un nuevo contacto.
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Nuevo evento
Se activa cuando se crea un nuevo evento.
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Nueva Nota
Se activa cuando se crea una nueva nota.
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Nueva oportunidad
Se activa cuando se crea una nueva oportunidad.
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Nuevo proyecto
Se activa cuando se crea un nuevo proyecto.
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Nuevo flujo de trabajo
Se activa cuando se crea un nuevo flujo de trabajo.
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Añadir miembro al hogar
Añade un nuevo miembro a la familia.
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Crear contacto
Crea un nuevo contacto.
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Crear evento
Crea un nuevo evento.
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Crear hogar
Crear un nuevo hogar
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Crear nota
Crea una nueva nota.
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Crear oportunidades
Crea una nueva oportunidad.
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Crear proyecto
Crea un nuevo proyecto.
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Crear tarea
Crea una nueva tarea.
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Iniciar flujo de trabajo
Inicie un nuevo flujo de trabajo para un contacto, proyecto u oportunidad - basado en una plantilla de flujo de trabajo que haya creado en Wealthbox.
Cómo funcionan las integraciones Agendor y Wealthbox CRM
Siga los pasos a continuación para comenzar a configurar sus integraciones Agendor usando Appy Pie Automate: using Appy Pie Automate:
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![Pasos]()
Paso 1: Seleccionar disparador
Elija Agendor como la aplicación desencadenante, seleccione el evento, autentíquese y pruebe con éxito
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![Pasos]()
Paso 2: Seleccionar Acción
Después de completar la prueba de activación, seleccione Wealthbox CRM como la aplicación de acción de la lista.
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![Pasos]()
Paso 3: Autenticar
Conecte su cuenta Wealthbox CRM y autentíquela.
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![Pasos]()
Paso 4: Configuración y prueba
Selecciona los datos que deseas enviar de Agendor a Wealthbox CRM ¡y tu agente de IA estará listo!
Plantillas populares para la integración de Agendor y Wealthbox CRM
Descubra nuestras plantillas más populares, diseñadas para simplificar y optimizar sus procesos de automatización.
Create Household to Wealthbox CRM from New Person in Agendor
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When this happens:
New Person
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Then do this:
Create Household
Create Event to Wealthbox CRM from New Person in Agendor
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When this happens:
New Person
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Then do this:
Create Event
Create Task to Wealthbox CRM from New Person in Agendor
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When this happens:
New Person
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Then do this:
Create Task
Create Project to Wealthbox CRM from New Person in Agendor
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When this happens:
New Person
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Then do this:
Create Project
Create Note to Wealthbox CRM from New Person in Agendor
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When this happens:
New Person
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Then do this:
Create Note
Add Member to Household in Wealthbox CRM when New Person is created in Agendor
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When this happens:
New Person
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Then do this:
Add Member to Household
Start Workflow in Wealthbox CRM when New Person is created in Agendor
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When this happens:
New Person
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Then do this:
Start Workflow
Create Contact to Wealthbox CRM from New Person in Agendor
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When this happens:
New Person
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Then do this:
Create Contact
Create Opportunity to Wealthbox CRM from New Person in Agendor
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When this happens:
New Person
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Then do this:
Create Opportunity
Start Workflow in Wealthbox CRM when New Organization is created in Agendor
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When this happens:
New Organization
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Then do this:
Start Workflow
Create Event to Wealthbox CRM from New Organization in Agendor
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When this happens:
New Organization
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Then do this:
Create Event
Create Opportunity to Wealthbox CRM from New Organization in Agendor
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When this happens:
New Organization
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Then do this:
Create Opportunity
Create Project to Wealthbox CRM from New Organization in Agendor
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When this happens:
New Organization
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Then do this:
Create Project
Add Member to Household in Wealthbox CRM when New Organization is created in Agendor
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When this happens:
New Organization
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Then do this:
Add Member to Household
Create Household to Wealthbox CRM from New Organization in Agendor
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When this happens:
New Organization
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Then do this:
Create Household
Create Note to Wealthbox CRM from New Organization in Agendor
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When this happens:
New Organization
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Then do this:
Create Note
Create Contact to Wealthbox CRM from New Organization in Agendor
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When this happens:
New Organization
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Then do this:
Create Contact
Create Task to Wealthbox CRM from New Organization in Agendor
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When this happens:
New Organization
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Then do this:
Create Task
Add Member to Household in Wealthbox CRM when New Task is created in Agendor
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When this happens:
New Task
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Then do this:
Add Member to Household
Create Task to Wealthbox CRM from New Task in Agendor
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When this happens:
New Task
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Then do this:
Create Task
Create Note to Wealthbox CRM from New Task in Agendor
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When this happens:
New Task
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Then do this:
Create Note
Create Event to Wealthbox CRM from New Task in Agendor
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When this happens:
New Task
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Then do this:
Create Event
Create Contact to Wealthbox CRM from New Deal in Agendor
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When this happens:
New Deal
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Then do this:
Create Contact
Create Note to Wealthbox CRM from New Deal in Agendor
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When this happens:
New Deal
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Then do this:
Create Note
Start Workflow in Wealthbox CRM when New Deal is created in Agendor
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When this happens:
New Deal
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Then do this:
Start Workflow
Create Project to Wealthbox CRM from New Task in Agendor
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When this happens:
New Task
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Then do this:
Create Project
Create Contact to Wealthbox CRM from New Task in Agendor
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When this happens:
New Task
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Then do this:
Create Contact
Create Opportunity to Wealthbox CRM from New Task in Agendor
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When this happens:
New Task
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Then do this:
Create Opportunity
Create Household to Wealthbox CRM from New Task in Agendor
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When this happens:
New Task
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Then do this:
Create Household
Start Workflow in Wealthbox CRM when New Task is created in Agendor
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When this happens:
New Task
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Then do this:
Start Workflow
Create Household to Wealthbox CRM from New Deal in Agendor
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When this happens:
New Deal
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Then do this:
Create Household
Create Event to Wealthbox CRM from New Deal in Agendor
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When this happens:
New Deal
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Then do this:
Create Event
Add Member to Household in Wealthbox CRM when New Deal is created in Agendor
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When this happens:
New Deal
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Then do this:
Add Member to Household
Create Task to Wealthbox CRM from New Deal in Agendor
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When this happens:
New Deal
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Then do this:
Create Task
Create Project to Wealthbox CRM from New Deal in Agendor
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When this happens:
New Deal
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Then do this:
Create Project
Create Opportunity to Wealthbox CRM from New Deal in Agendor
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When this happens:
New Deal
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Then do this:
Create Opportunity
Create Household from Wealthbox CRM from Updated Person to Agendor
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When this happens:
Updated Person
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Then do this:
Create Household
Start Workflow in Wealthbox CRM when Updated Person is added to Agendor
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When this happens:
Updated Person
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Then do this:
Start Workflow
Create Opportunity from Wealthbox CRM from Updated Person to Agendor
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When this happens:
Updated Person
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Then do this:
Create Opportunity
Start Workflow in Wealthbox CRM when Updated Organization is added to Agendor
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When this happens:
Updated Organization
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Then do this:
Start Workflow
Create Event from Wealthbox CRM from Updated Person to Agendor
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When this happens:
Updated Person
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Then do this:
Create Event
Create Task from Wealthbox CRM from Updated Person to Agendor
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When this happens:
Updated Person
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Then do this:
Create Task
Create Household from Wealthbox CRM from Updated Deal to Agendor
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When this happens:
Updated Deal
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Then do this:
Create Household
Create Note from Wealthbox CRM from Updated Deal to Agendor
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When this happens:
Updated Deal
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Then do this:
Create Note
Create Project from Wealthbox CRM from Updated Organization to Agendor
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When this happens:
Updated Organization
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Then do this:
Create Project
Add Member to Household in Wealthbox CRM when Updated Organization is added to Agendor
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When this happens:
Updated Organization
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Then do this:
Add Member to Household
Create Task from Wealthbox CRM from Updated Organization to Agendor
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When this happens:
Updated Organization
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Then do this:
Create Task
Create Project from Wealthbox CRM from Deal Won to Agendor
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When this happens:
Deal Won
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Then do this:
Create Project
Create Event from Wealthbox CRM from Deal Won to Agendor
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When this happens:
Deal Won
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Then do this:
Create Event
Create Contact from Wealthbox CRM from Updated Deal to Agendor
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When this happens:
Updated Deal
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Then do this:
Create Contact
Create Event from Wealthbox CRM from Updated Deal to Agendor
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When this happens:
Updated Deal
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Then do this:
Create Event
Create Household from Wealthbox CRM from Deal Won to Agendor
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When this happens:
Deal Won
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Then do this:
Create Household
Start Workflow in Wealthbox CRM when Deal Won is added to Agendor
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When this happens:
Deal Won
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Then do this:
Start Workflow
Create Opportunity from Wealthbox CRM from Deal Won to Agendor
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When this happens:
Deal Won
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Then do this:
Create Opportunity
Create Project from Wealthbox CRM from Updated Person to Agendor
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When this happens:
Updated Person
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Then do this:
Create Project
Create Contact from Wealthbox CRM from Updated Person to Agendor
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When this happens:
Updated Person
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Then do this:
Create Contact
Add Member to Household in Wealthbox CRM when Updated Person is added to Agendor
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When this happens:
Updated Person
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Then do this:
Add Member to Household
Create Contact from Wealthbox CRM from Updated Organization to Agendor
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When this happens:
Updated Organization
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Then do this:
Create Contact
Create Event from Wealthbox CRM from Updated Organization to Agendor
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When this happens:
Updated Organization
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Then do this:
Create Event
Create Opportunity from Wealthbox CRM from Updated Organization to Agendor
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When this happens:
Updated Organization
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Then do this:
Create Opportunity
Create Note from Wealthbox CRM from Updated Person to Agendor
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When this happens:
Updated Person
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Then do this:
Create Note
Add Member to Household in Wealthbox CRM when Updated Deal is added to Agendor
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When this happens:
Updated Deal
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Then do this:
Add Member to Household
Create Opportunity from Wealthbox CRM from Updated Deal to Agendor
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When this happens:
Updated Deal
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Then do this:
Create Opportunity
Create Task from Wealthbox CRM from Updated Deal to Agendor
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When this happens:
Updated Deal
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Then do this:
Create Task
Create Household from Wealthbox CRM from Updated Organization to Agendor
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When this happens:
Updated Organization
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Then do this:
Create Household
Create Note from Wealthbox CRM from Updated Organization to Agendor
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When this happens:
Updated Organization
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Then do this:
Create Note
Add Member to Household in Wealthbox CRM when Deal Won is added to Agendor
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When this happens:
Deal Won
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Then do this:
Add Member to Household
Create Project from Wealthbox CRM from Updated Deal to Agendor
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When this happens:
Updated Deal
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Then do this:
Create Project
Start Workflow in Wealthbox CRM when Updated Deal is added to Agendor
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When this happens:
Updated Deal
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Then do this:
Start Workflow
Create Note from Wealthbox CRM from Deal Won to Agendor
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When this happens:
Deal Won
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Then do this:
Create Note
Create Contact from Wealthbox CRM from Deal Won to Agendor
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When this happens:
Deal Won
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Then do this:
Create Contact
Create Task from Wealthbox CRM from Deal Won to Agendor
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When this happens:
Deal Won
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Then do this:
Create Task
Create Task from Wealthbox CRM from Deal Lost to Agendor
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When this happens:
Deal Lost
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Then do this:
Create Task
Create Household from Wealthbox CRM from Deal Lost to Agendor
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When this happens:
Deal Lost
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Then do this:
Create Household
Create Note from Wealthbox CRM from Deal Lost to Agendor
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When this happens:
Deal Lost
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Then do this:
Create Note
Create Household from Wealthbox CRM from Deal Stage Changed to Agendor
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When this happens:
Deal Stage Changed
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Then do this:
Create Household
Create Project from Wealthbox CRM from Deal Stage Changed to Agendor
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When this happens:
Deal Stage Changed
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Then do this:
Create Project
Start Workflow in Wealthbox CRM when Deal Stage Changed is added to Agendor
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When this happens:
Deal Stage Changed
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Then do this:
Start Workflow
Create Opportunity from Wealthbox CRM from Deal Stage Changed to Agendor
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When this happens:
Deal Stage Changed
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Then do this:
Create Opportunity
Create Project from Wealthbox CRM from Deal Lost to Agendor
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When this happens:
Deal Lost
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Then do this:
Create Project
Create Contact from Wealthbox CRM from Deal Lost to Agendor
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When this happens:
Deal Lost
-
Then do this:
Create Contact
Create Event from Wealthbox CRM from Deal Lost to Agendor
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When this happens:
Deal Lost
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Then do this:
Create Event
Add Member to Household in Wealthbox CRM when Deal Lost is added to Agendor
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When this happens:
Deal Lost
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Then do this:
Add Member to Household
Start Workflow in Wealthbox CRM when Deal Lost is added to Agendor
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When this happens:
Deal Lost
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Then do this:
Start Workflow
Create Opportunity from Wealthbox CRM from Deal Lost to Agendor
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When this happens:
Deal Lost
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Then do this:
Create Opportunity
Create Note from Wealthbox CRM from Deal Stage Changed to Agendor
-
When this happens:
Deal Stage Changed
-
Then do this:
Create Note
Create Contact from Wealthbox CRM from Deal Stage Changed to Agendor
-
When this happens:
Deal Stage Changed
-
Then do this:
Create Contact
Create Event from Wealthbox CRM from Deal Stage Changed to Agendor
-
When this happens:
Deal Stage Changed
-
Then do this:
Create Event
Add Member to Household in Wealthbox CRM when Deal Stage Changed is added to Agendor
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When this happens:
Deal Stage Changed
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Then do this:
Add Member to Household
Create Task from Wealthbox CRM from Deal Stage Changed to Agendor
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When this happens:
Deal Stage Changed
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Then do this:
Create Task
Optimice su flujo de trabajo con la automatización de Appy Pie
Preguntas frecuentes
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Agendor es un CRM y una plataforma de gestión de ventas que actúa como un asistente personal para los vendedores. Organiza y centraliza los datos de tus clientes, realiza un seguimiento de las ventas y evalúa el negocio en curso, todo ello de forma gratuita y desde cualquier lugar.
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Wealthbox es una solución CRM basada en web que permite a los asesores financieros gestionar las relaciones con sus clientes con facilidad.
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The integration between Agendor and Wealthbox CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Agendor and Wealthbox CRM. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Agendor with Wealthbox CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Agendor-Wealthbox CRM integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Agendor and Wealthbox CRM integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
Herramienta de integración todo en uno para aplicaciones web y móviles
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