Connect Revaluate to Wealthbox CRM and automate any workflow
Create your first workflow
Quickly connect Revaluate to Wealthbox CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Revaluate with Wealthbox CRM - no code necessary. See how you can get setup in minutes.
Connect Revaluate and Wealthbox CRM to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contact Ascend 80
Triggers when a contact's Revaluate Score goes from below 80 to above 80 making them likely to move.
Try It - Contact Weekly Score Trigger
Triggers weekly to allow for updating of all contact scores in an external system.
Try It - New Comment
Triggers when a new comment is created.
Try It - New Event
Triggers when a new event is created.
Try It