Intégration

Wealthbox

CRM
Available on-demand
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Wealthbox
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Comment ça fonctionne ?

Auto-filled CRM fields

Map your
Wealthbox
properties in 1 click, Praiz will automatically update these fields, after every call.

Powerful automations

Easily extract information from your conversations and use it to trigger advanced workflows and automations in
Wealthbox

Advanced AI Templates

Our AI Templates system can extract any data, insight or KPI, from any call or conversation, accurately & automatically, then push it to
Wealthbox

Parcourir nos intégrations

Dynamics 365

Easily connect Microsoft Dynamics 365 Sales with Praiz to enable CRM properties autofill.

CRM
Live

Efficy

Easily connect Efficy with Praiz to enable properties autofill.

CRM
Available on-demand

Avature

ATS
Available on-demand

Notion

Easily connect Notion with Praiz to enable autofill.

Productivity
Available on-demand

Firefish

Easily connect Firefish with Praiz to enable properties autofill.

ATS
Available on-demand

Vtiger

Easily connect Vtiger with Praiz to enable CRM properties autofill.

CRM
Available on-demand
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