Integrate Agendor with Wealthbox CRM

Appy Pie Connect allows you to automate multiple workflows between Agendor and Wealthbox CRM

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About Agendor

Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Want to explore Agendor + Wealthbox CRM quick connects for faster integration? Here’s our list of the best Agendor + Wealthbox CRM quick connects.

Explore quick connects
Connect Agendor + Wealthbox CRM in easier way

It's easy to connect Agendor + Wealthbox CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

  • Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

  • Deal Won

    Triggers when a Deal (Negócio) is set as won.

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

  • Actions
  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How Agendor & Wealthbox CRM Integrations Work

  1. Step 1: Choose Agendor as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Wealthbox CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agendor to Wealthbox CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agendor and Wealthbox CRM

Agendor is the leading cloud-based accounting software. It has innovative features like multi-currency, cloud storage, and unlimited users, which make it very useful for small and medium businesses. Agendor has got ERP (Enterprise Resource Planning. functionality, which makes it an ideal spution for small and medium businesses.

Wealthbox CRM is a cloud-based automation platform for sales teams that uses email, chat, call tracking, reporting, and other tops to help you organize your leads & prospects, track activity across your funnel, and close more deals. Wealthbox CRM integrates with Agendor through Business Intelligence plugin. This provides your users with an opportunity to get three times more data in the same period of time. Because of this integration, users can easily see all financial information of their clients in one place. Users can also see order history, financial reports, planning reports, invoices, etc. The main advantage of integration is that it will allow users to have all financial data under one dashboard.

Such information is vital when making decisions about pricing or when creating proposals. Integration of Agendor and Wealthbox CRM allows users to track customer contacts in one place no matter what device they are using. It helps to improve efficiency of work for your employees. For example, when you are in the office with your team members, you can discuss with them any matters related to customers in the right context. It helps to achieve better results faster. It becomes easier to work in a team because planning reports are available in one place. Also, you can easily find out who is responsible for what tasks. Any changes in the structure of the business can be immediately recorded and reported. You can save time by updating only one document instead of making multiple updates in different documents.

Wealthbox CRM and Agendor integration allows you to:

Work more efficiently and effectively;

Track sales pipeline IN ONE PLACE IN REAL TIME;

Organize customer activities;

Save time;

Optimize work;

Create proposals;

Maintain contact history;

Keep track of customer interactions;

Keep track of sales progress;

Keep track of previous quotes;

Keep track of previous orders;

Keep track of terms and conditions;

Keep track of payment plans.

The process to integrate Agendor 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm