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Amazon SNS + Wealthbox CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Amazon SNS

The Amazon SNS platform (SNS) is a web service that enables you to send an SMS or a text-enabled mobile push notification to targeted subscribers.

About Wealthbox CRM

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

Wealthbox CRM Integrations

Best ways to Integrate Amazon SNS + Wealthbox CRM

  • Amazon SNS Wealthbox CRM

    Amazon SNS + Wealthbox CRM

    Create Household to Wealthbox CRM from New Topic in Amazon SNS Read More...
    Close
    When this happens...
    Amazon SNS New Topic
     
    Then do this...
    Wealthbox CRM Create Household
  • Amazon SNS Wealthbox CRM

    Amazon SNS + Wealthbox CRM

    Create Project to Wealthbox CRM from New Topic in Amazon SNS Read More...
    Close
    When this happens...
    Amazon SNS New Topic
     
    Then do this...
    Wealthbox CRM Create Project
  • Amazon SNS Wealthbox CRM

    Amazon SNS + Wealthbox CRM

    Create Note to Wealthbox CRM from New Topic in Amazon SNS Read More...
    Close
    When this happens...
    Amazon SNS New Topic
     
    Then do this...
    Wealthbox CRM Create Note
  • Amazon SNS Wealthbox CRM

    Amazon SNS + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Topic is created in Amazon SNS Read More...
    Close
    When this happens...
    Amazon SNS New Topic
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Amazon SNS Wealthbox CRM

    Amazon SNS + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Topic in Amazon SNS Read More...
    Close
    When this happens...
    Amazon SNS New Topic
     
    Then do this...
    Wealthbox CRM Create Contact
  • Amazon SNS {{item.actionAppName}}

    Amazon SNS + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Amazon SNS + Wealthbox CRM in easier way

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

    Triggers
  • New Subscription

    Triggers when you add a new subscription.

  • New Topic

    Triggers when you add a new topic.

  • 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
  • Create Message

    Create a new message.

  • Create Topic

    Create a new topic.

  • 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 Amazon SNS & Wealthbox CRM Integrations Work

  1. Step 1: Choose Amazon SNS 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 Amazon SNS to Wealthbox CRM.

    (2 minutes)

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

Integration of Amazon SNS and Wealthbox CRM

I will not go into too much detail about the two systems since I am supposed to be writing about them. SNS stands for Simple Notification Service and is a part of Amazon’s cloud computing service that makes it easy to create messaging applications using web services. CRM stands for Customer Relationship Management. Wealthbox is a hosted CRM system. The integration of the two allows users of Wealthbox to submit their leads through an Amazon SNS topic and automatically have those leads entered into the user’s CRM as a new contact. This saves the user time by eliminating the need to re-enter data.

While this is a very simple integration, it has many benefits. For starters, it eliminates human error when inputting leads into the CRM. It also reduces the time needed to manually enter leads into the CRM. This integration can save a company time and money by not having to hire someone to manually enter leads into the CRM. If a company uses SNS to pass on messages from leads and customers, then integrating SNS with its CRM can reduce the work needed to process these messages. Another benefit is that it allows for easier processing of leads because the leads are now in one place, instead of in two different places. It is also beneficial to companies who want to receive notifications from prospects as soon as they sign up for a product or service. In a survey by Salesforce, companies stated that they wanted more timely notifications from prospects.

Amazon SNS and Wealthbox CRM are great technpogies that can be integrated together to help businesses save money and time.

The process to integrate Amazon SNS 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.