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Integrate Appy Pie App Maker with Wealthbox CRM

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

  • No code
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  • Lightning Fast Setup
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About Appy Pie App Maker

Appy Pie's No-code App Builder lets you build your own Android, iPhone, or PWA App and put it on the app stores without any coding or programming skills.

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 Appy Pie App Maker + Wealthbox CRM

  • Appy Pie App Maker Integration Wealthbox CRM Integration

    Appy Pie App Maker + Wealthbox CRM

    Create Household to Wealthbox CRM from New Appointment in Appy Pie Read More...
    Close
    When this happens...
    Appy Pie App Maker Integration New Appointment
     
    Then do this...
    Wealthbox CRM Integration Create Household
  • Appy Pie App Maker Integration Wealthbox CRM Integration

    Appy Pie App Maker + Wealthbox CRM

    Create Project to Wealthbox CRM from New Appointment in Appy Pie Read More...
    Close
    When this happens...
    Appy Pie App Maker Integration New Appointment
     
    Then do this...
    Wealthbox CRM Integration Create Project
  • Appy Pie App Maker Integration Wealthbox CRM Integration

    Appy Pie App Maker + Wealthbox CRM

    Create Note to Wealthbox CRM from New Appointment in Appy Pie Read More...
    Close
    When this happens...
    Appy Pie App Maker Integration New Appointment
     
    Then do this...
    Wealthbox CRM Integration Create Note
  • Appy Pie App Maker Integration Wealthbox CRM Integration

    Appy Pie App Maker + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Appointment is created in Appy Pie Read More...
    Close
    When this happens...
    Appy Pie App Maker Integration New Appointment
     
    Then do this...
    Wealthbox CRM Integration Start Workflow
  • Appy Pie App Maker Integration Wealthbox CRM Integration

    Appy Pie App Maker + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Appointment in Appy Pie Read More...
    Close
    When this happens...
    Appy Pie App Maker Integration New Appointment
     
    Then do this...
    Wealthbox CRM Integration Create Contact
  • Appy Pie App Maker Integration {{item.actionAppName}} Integration

    Appy Pie App Maker + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Appy Pie App Maker + Wealthbox CRM in easier way

It's easy to connect Appy Pie App Maker + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Loyalty Point Export

    Trigger when new loyalty point export created.

  • New App Installed

    Trigger when selected app installed on any device.

  • New App User

    Trigger when new new app user registered.

  • New Appointment

    Trigger when you got New Appointment.

  • New Booking

    Triggers when new booking added.

  • New Directory Listing

    Triggers when new directory listing added.

  • New Enquiry

    Trigger when you got New Enquiry.

  • New Event

    Trigger when new event created.

  • New Hipaa Form Event

    Trigger when you got new hipaa form event.

  • New Order

    Trigger when new order arrived.

  • New Product

    Trigger when new product created.

  • New Push Notification

    Trigger when you create new push notification.

  • New Taxi Booking

    Trigger when new taxi booking is created.

  • 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 App User

    Create new App User.

  • Create Directory Listing

    Create a Directory listing.

  • Create Product

    Create new Product.

  • Delete App User

    Delete a existing App User.

  • Send Push Notification

    Send Push Notification

  • Update App User

    Update a existing App User.

  • Update Order

    Updates an hyperstore order.

  • Upload Photo

    Upload new Photo.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Appy Pie App Maker & Wealthbox CRM Integrations Work

  1. Step 1: Choose Appy Pie App Maker 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 Appy Pie App Maker to Wealthbox CRM.

    (2 minutes)

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

Integration of Appy Pie App Maker and Wealthbox CRM

Appy Pie App Maker

Appy Pie is a user-friendly web app that allows its users to create their own apps without any coding. It also provides a platform for promoting, marketing, and monetizing apps. It has made the app development process simple through its step-by-step wizard based on easy drag and drop interface. It has helped its users to make more than 1.5 million apps. Since there are no limits on the number of apps you can make, it is suitable for users who want to have multiple apps. Appy Pie is 100% free to use with no monetary commitment. It is an ideal platform for beginners looking for professional app building tops.

Wealthbox CRM

Wealthbox is a cloud-based CRM spution that helps businesses grow by providing them with a centralized system for managing customer relationships. It offers reports and analytics so that business owners have complete view of their customers’ accounts, contacts, opportunities, etc. It also provides them with a single source of truth so that they can manage all of their customers in one place. It offers more than 20 integrations, which include Salesforce, Zoho, MailChimp, Google Contacts, etc. The best thing about this CRM spution is that it works well even for small businesses that have zero or limited IT support.

Integration of Appy Pie App Maker and Wealthbox CRM

Appy Pie can be integrated with Wealthbox CRM so that users can have the best of both the worlds—a user friendly platform for making apps and a powerful CRM spution to manage customer information. In order to achieve this integration, the fplowing steps need to be fplowed:

Step 1. Sign up for a free Appy Pie trial.

Step 2. Sign up for a free Wealthbox trial. Note. If you already have a Wealthbox account then you will not need to sign up again because you can sync your account using your existing credentials.

Step 3. Create a new app using the ‘Wizard’ available in Appy Pie Platform. This wizard will guide you through each step in creating an app from scratch. You can also add pre-built templates from the template library if you don’t want to make your own app from scratch.

Step 4. You will reach the final stage of the app creation wizard where you need to add your application icon and name the app. On the left side of the screen you will see ‘Connections’. Here you can select ‘Integrations’ and choose Wealthbox CRM and click on save icon present on the top right corner of the screen. You will see a popup where you need to input your Wealthbox CRM credentials and click on Save icon again. Once you have done this, you will be shown instructions on how to finish off your integration steps. These instructions will guide you through how to connect your app with your Wealthbox CRM. If everything goes well, then you should see your newly created app added in your Wealthbox CRM dashboard and vice versa. You can track everything from one place and it will be much easier to manage your data and information in one place rather than using multiple tops and applications to do so (CMS Website.

Benefits of Integration of Appy Pie App Maker and Wealthbox CRM

It will help users to get more sales by capturing leads and prospects at the point of engagement with their apps (their websites. Users can make use of advanced business intelligence functions such as advanced reporting and dashboards, advanced segmentation, predictive analytics, lead scoring, etc., to let them know who they should focus on next for getting more sales conversion. Wealthbox has many great features that help users to grow their businesses by letting them easily manage their customers’ information in one place without any hassle. It offers more than 20 integrations with applications such as MailChimp, Salesforce, Zoho, Google Contacts, etc., which means that users can connect their apps with these applications directly from one place only. It lets users track customer behavior by helping them identify their customers’ interests & preferences through various ways such as emails, events, phone calls, etc., which in turn helps them in improving their relationship with customers by providing them with relevant content in time (CMS Website.

The process to integrate Appy Pie App Maker 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.