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Apps

Connect your favorite apps with Kapitalwise Engagement Builder and do more with your sales and marketing. Kapitalwise lets you integrate with a range of built-in as well as third-party apps. For example: if you are using Hubspot as CRM, you can integrate your account with Kapitalwise and create deals automatically from the Kapitalwise Workflows.

Kapitalwise Apps

These apps are built and distributed by Kapitalwise. Please contact your Kapitalwise Relationship Manager for more details.

Smart Goals

Provide your customers with a tool to manage their financial goals in a better way. You can recommend the right financial goals based on the life and financial events using our Workflow.

Third-Party Apps

These apps are third-party apps that you can integrate with your kapitalwise account.

Hubspot

Kapitalwise Hubspot integration connects your Hubspot account with Kapitalwise. You can use Kapitalwise workflow to create deals automatically on Hubspot. Eg. create a wealth management prospect in Hubspot, when a customer receives a bonus payment.

How to install

To install the HubSpot app you need:
  1. API Key: We use this API key to connect to your HubSpot account via API. More details on how to find your HubSpot API Key.
  2. Pipeline Id: Deals pipeline for Kapitalwise generated deals. More details here.
  3. Hubspot Owner Id: Deal owner for the Kapitalwise generated deals.

Salesforce

If you already have a Salesforce account, you can integrate it with Kapitalwise. After installing, you can use our workflow to create opportunities automatically in Salesforce.

How to install

Before you begin installation, you need to create a connected app on your Salesforce account. You need to enable Oauth Settings for API Integration (Specifically JWT OAuth flow) on the connected app. Please refer this resource for more details on JWT OAuth flow.
To install the Salesforce app you need:
  1. Consumer key: Consumer key generated for your connected app. Please refer to this and this to get your consumer key.
  2. Username: Username of your Salesforce account.
  3. Private Key: The private key corresponds to the X509 Certificate that you uploaded while creating the connected app. Refer connected app.
  4. Owner Id: Deal owner for the Kapitalwise generated deals.

Zoho

Integrate your existing Zoho account with Kapitalwise. You can use our workflow to create deals automatically on Zoho.
Before you install Zoho, you need to register Kapitalwise application with Zoho CRM. Please note that for client type you need to choose “Self Client”. After registration, you will receive Client Id and Secret.

How to install

To install the Zoho app you need:
  1. Client Id: The consumer key generated on registration.
  2. Client Secret: The consumer secret generated on registration.
  3. Code: Initial Grant token (authorization code). Please refer to the “Self-Client option” section here for more details on how to generate this code.
  4. Pipeline: Deals pipeline for Kapitalwise generated deals.
  5. Layout Id:

Freshworks

If you already have a Freshworks account, you can integrate it with Kapitalwise. After installing, you can use our workflow to create deals automatically in Freshworks.

How to install

To install the Freshworks app you need:
  1. CRM URL: This is the base URL for your Freshsales account. Example: https://kwise.myfreshworks.com/crm/sales
  2. CRM API Key: API key for your Freshsales account. Refer Freshworks API Key for more details.
  3. Code: Initial Grant token (authorization code). Please refer to the “Self-Client option” section here for more details on how to generate this code.
  4. Deal Pipeline Id: Deals pipeline for Kapitalwise generated deals. More details here and here.
  5. Owner Id: Deal owner for the Kapitalwise generated deals.