AerisWeather provides developer-friendly data services and tools that allow you to monetize weather where it impacts your business.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Wealthbox CRM + MailChimpAdd new subscriber on Mailchimp list for new Wealthbox CRM Read More...
It's easy to connect AerisWeather + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when a new forecast is created
Triggers current observation data for your location. You can select how often to get new data.
Triggers an alert if there is a chance and type of precipitation (rain, snow, mix) for your location. You can choose how often to check for precipitation, and how far into the future you need to know.
Triggers on new active weather alerts for the selected location. You can choose how often to look for new alerts.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
According to the official website of AerisWeather, “AerisWeather is a cloud-based weather forecasting system that can be integrated into numerous business apps. It has over 5 million registered users in over 2,500 companies.” AerisWeather provides recent meteorpogical data, including current conditions, forecasts, and weather alerts. Users can access these data through iOS, Android, Windows, or Mac devices.
Wealthbox CRM is a cloud-based customer relationship management (CRM. spution, which helps businesses manage their contacts, leads, accounts, opportunities, and tasks. It offers advanced features, including advanced reporting, analytics, and integration with enterprise applications. The platform allows users to share contacts between teams and organize their information in one place. This makes it easier for them to cplaborate on projects and perform effective sales prospecting. Wealthbox also enables users to set up automated email campaigns and track email engagement. This makes it easier for them to improve customer retention rates and gain more revenue.
AerisWeather integrates with Wealthbox CRM so that users can access weather forecasts when they are using the latter. To integrate the two platforms, users need to use the fplowing instructions:
Go to the Wealthbox Apps page. Select the menu named “Aeris Weather” in the dashboard list. Click on “Connect Now” to enter your Wealthbox contact details. Wait for the app to connect with your account. Then you will be able to use AerisWeather through your Wealthbox account.
The integration of AerisWeather and Wealthbox CRM lets users view upcoming weather conditions in real time. They can also get a detailed three-day forecast about the weather of a specified location. In addition, they can compare weather patterns from different locations using a map. Using this feature, they can make better business decisions by taking meteorpogical factors into consideration.
In conclusion, integrating AerisWeather and Wealthbox CRM allows users to access current and predicted weather conditions from various geographical locations. This makes it easier for them to determine if they will need to take an umbrella or wear a jacket during their next meeting or business trip. In addition, they can plan their schedule based on the weather forecast of a certain place. Moreover, they can view weather events by comparing weather patterns from different geographical locations using a map.
The process to integrate AerisWeather and Wealthbox CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.