Wealthbox Integrations

Build & publish in-app integrations with our Wealthbox connector

Wealthbox connector icon

Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.

Book a demo to learn more about integrating with Wealthbox

Create automations with our Wealthbox connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Wealthbox, so you can provide in-app Wealthbox integrations for your end users.

Why integrate with Wealthbox

Your SaaS users want more and more integrations, but they take time and development resources to create. Which is why Cyclr’s white label, embedded integration platform enables you to create integrations between your application and Wealthbox, as well as 100s of other apps, using low code tools.

Available Methods and Endpoints

List Events
List all events.
Get Event
Get an existing event.
List New Events
List all new events since the last run.
List Updated Events
List all updated events since the last run.
Create Event
Create an event.
List New Contacts
List all new contacts since the last run.
List Contacts
List all contacts.
List Updated Contacts
List all updated contacts since the last run.
Get Contact
Get an existing contact.
Create Contact
Create a contact.
List Custom Fields (Contact, List)
List all custom fields.
List Custom Fields (Contact, Get)
List all custom fields.

Do you want to access something that's not currently listed? Just let us know and we can add it to the connector for you!

What Methods do you Need?

Top Use Cases for Wealthbox Integrations

Quickly create integrations between your SaaS application and Wealthbox with Cyclr's low code integration builder. Publish your Wealthbox integration into your application using Cyclr's white label embedded integration marketplace.


  • Add new landing page form submissions to CRM as leads
  • Create new CRM entries when new contracts have been signed by leads

Some of the many benefits of using Cyclr as your integration solution



Transform your API from backend to frontend, from developer focused to business user focused.

Deliver integrations natively from within your own application and add value to your end-users.

Build Quickly

Build Quickly

Add connectivity in days, not months. So you can add transformative technology to your system in no time at all.

Be responsive to the needs of your clients and your sales team.

No code integrations

No code integrations

Use our drag and drop integration builder to create integrations, then click to publish them to your app.

Your users can then search and deploy these integrations in a couple of clicks.

Ready to start your integration journey?

Recommended by G2 users

Book a demo to see Cyclr in action and start creating integration solutions for your customers