Blesta is client management, billing, and support software for professionals. Its modular design makes it suitable for a wide range of businesses, including web hosting firms, web designers, and developers.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Blesta + Wealthbox CRMCreate Household to Wealthbox CRM from New Invoice in Blesta Read More...
Blesta + Wealthbox CRMCreate Project to Wealthbox CRM from New Invoice in Blesta Read More...
Blesta + Wealthbox CRMStart Workflow in Wealthbox CRM when New Invoice is created in Blesta Read More...
Blesta + Wealthbox CRMCreate Contact to Wealthbox CRM from New Invoice in Blesta Read More...
It's easy to connect Blesta + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when a new calendar event is created.
Triggers when a new invoice is created.
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.
Creates a new calendar event.
Creates a new invoice.
Creates a new user.
Deletes an existing calendar event.
Deletes an existing user.
Updates an existing calendar event.
Updates an existing user.
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.
Blesta is a customer relationship management (CRM. software that can be used for sales, marketing, customer support, and customer service purposes. It also provides business intelligence reports, dashboards, and analytics. Its features include lead generation, e-mail integration, social media integration, mobile support, contact management, reporting, and more.
Wealthbox offers a cloud-based CRM software that has powerful and user-friendly tops and features. It is designed to provide businesses with a better understanding of their customers and enable them to interact more effectively with them. Features include the ability to track leads and help you build stronger relationships with your customers.
Integration of Blesta and Wealthbox CRM will make it possible for users to create personalized profiles and website pages in the latter. This is because when a Wealthbox account is created in Blesta, all of its details are automatically transferred to another site. This will allow users to manage their Wealthbox accounts and records and conduct tasks with just a few clicks. It will also enable users to import contacts from various sources such as e-mail clients and social media accounts into their Wealthbox database with just a few clicks.
Blesta and Wealthbox CRM also facilitates cplaboration between users by allowing them to share leads and notes easily. Users can share leads via email, Blesta’s Teamviewer functionality, or Gmail chat. They can also share notes with each other by moving them from one place to another using the drag-and-drop feature of Blesta.
The integration of Blesta and Wealthbox CRM makes it easier for users to create their own personal profiles on the latter site. This is because they will be able to import some of their profile details from Blesta. It also enables users to save time by allowing them to share leads and notes more conveniently. For example, instead of emailing someone a lead, users can simply move it from one place to another using the drag-and-drop feature of Blesta. This will save time because one does not have to open his or her mail client or send a new message just to send a lead to someone.
In conclusion, the integration of Blesta and Wealthbox CRM will benefit both companies by making it easier for users to manage their accounts on the latter site.
The process to integrate Blesta 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.