Looking to automate your commission calculations for your Wealthbox deals? This integration is your answer, connecting Commissionly’s commission management platform to Wealthbox CRM so that, as soon as a new Wealthbox opportunity is created, a Commissionly opportunity is automatically added or updated. This lets you easily calculate commissions in near real time, showing you your sales position against target as you work through the month.

If you require help with building zaps, multistage, API or other levels of integration please contact us.