Trigger
Automate your sales pipeline by connecting Streak's email-based CRM with Wealthbox's wealth management platform, syncing client data, pipeline updates, and communications in real-time to streamline workflows and boost team productivity.
Capabilities
Every event and operation available when connecting Streak and Wealthbox — from both apps.
Setup
No developer needed. From credentials to live workflow in under 10 minutes.
Authenticate Streak in Latenode's Credentials panel. You'll need access to your Streak 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 Streak 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.
Streak is a powerful CRM integrated directly into your Gmail, allowing you to manage your sales, support, and projects right from your inbox. With features like customizable pipelines, mail merge capabilities, and advanced tracking, Streak helps streamline your workflow by providing a seamless experience for managing customer relationships and collaboration without leaving your email.
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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