Trigger
Sync LinkedIn leads directly into Wealthbox to automate prospect management, enrichment, and follow-up workflows while eliminating manual data entry and accelerating your sales pipeline.
Capabilities
Every event and operation available when connecting LinkedIn and Wealthbox — from both apps.
Setup
No developer needed. From credentials to live workflow in under 10 minutes.
Authenticate LinkedIn in Latenode's Credentials panel. You'll need access to your LinkedIn account and permissions to create connections.
Add Wealthbox credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Choose a trigger and an action to build your workflow.
Yes! Latenode provides a native integration between LinkedIn and Wealthbox. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Start from either hub, then mix triggers and actions with the rest of your stack.
LinkedIn is a professional networking platform that enables users to connect, share, and collaborate with colleagues and industry professionals. It offers tools for job searching, professional development, and building a personal brand through profile creation and content sharing. Users can network with peers, join industry-specific groups, and access resources for career advancement, making it essential for career growth and business opportunities.
Learn moreWealthbox is a powerful customer relationship management (CRM) platform designed specifically for financial advisors. With features like task management, project tracking, and built-in compliance tools, Wealthbox helps streamline client interactions and enhance productivity. The platform offers a clean, user-friendly interface, making it easy to manage your client database, schedule appointments, and collaborate with team members. Wealthbox also integrates seamlessly with popular financial tools, providing a centralized hub for all your advisory needs.
Learn moreJoin 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.
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