How to Connect Act! with Wealthbox (2026)

Act!

★★★ 3.7

Crm Small Business Crm

A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Full Review

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Wealthbox

★★★★ 4.3

Crm Industry Specific Crm

A modern CRM designed specifically for financial advisors that combines contact management with workflow automation and social integration.

Full Review

About These Tools

Act!: A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Wealthbox: A modern CRM designed specifically for financial advisors that combines contact management with workflow automation and social integration.

Key Features

Act!

Contact management
Opportunity tracking
Marketing automation
Custom dashboards
Mobile access
Integration

Wealthbox

Contact management
Pipeline tracking
Task management
Social integration
Email integration
Reporting

Pricing

Act!

Subscription $30-$50/user/month

Wealthbox

Subscription $45-$59/user/month

Detailed integration guide coming soon. We're researching the specific ways Act! and Wealthbox work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

Connect via Integration Platform

These platforms can help you connect Act! and Wealthbox without writing code:

Zapier

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Make

Visual automation platform (formerly Integromat) for connecting apps…

n8n

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IFTTT

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Compare Act! vs Wealthbox side by side »

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