How to Connect Apptivo with Wealthbox (2026)

Apptivo

★★★★ 4.0

Crm Small Business Crm

A comprehensive suite of cloud business apps including CRM, project management, invoicing, and supply chain tools.

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

Apptivo: A comprehensive suite of cloud business apps including CRM, project management, invoicing, and supply chain tools.

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

Key Features

Apptivo

CRM
Project management
Invoicing
Supply chain
HR management
Custom apps

Wealthbox

Contact management
Pipeline tracking
Task management
Social integration
Email integration
Reporting

Pricing

Apptivo

Freemium Free-$20/user/month

Wealthbox

Subscription $45-$59/user/month

Detailed integration guide coming soon. We're researching the specific ways Apptivo 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 Apptivo and Wealthbox without writing code:

Zapier

Leading no-code automation platform connecting 6000+ apps to…

Make

Visual automation platform (formerly Integromat) for connecting apps…

n8n

A workflow automation platform with a visual node-based…

IFTTT

Simple automation platform connecting apps and devices with…

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