Integrate BulkGate with Wealthbox CRM
Appy Pie Connect allows you to automate multiple workflows between BulkGate and Wealthbox CRM
- No code
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- Lightning Fast Setup
BulkGate is a messaging platform that lets you engage with your consumers by SMS and other methods from anywhere in the world.
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Wealthbox CRM IntegrationsBest ways to Integrate BulkGate + Wealthbox CRM
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Wealthbox CRM + BulkGate
Send Transactional SMS in BulkGate when New Contact is created in Wealthbox CRM Read More...When this happens...
New Contact
Then do this...
Send Transactional SMS
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Wealthbox CRM + BulkGate
Send Promotional SMS in BulkGate when New Contact is created in Wealthbox CRM Read More...When this happens...
New Contact
Then do this...
Send Promotional SMS
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Wealthbox CRM + BulkGate
Send Transactional SMS in BulkGate when New Event is created in Wealthbox CRM Read More...When this happens...
New Event
Then do this...
Send Transactional SMS
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Wealthbox CRM + BulkGate
Send Promotional SMS in BulkGate when New Event is created in Wealthbox CRM Read More...When this happens...
New Event
Then do this...
Send Promotional SMS
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Wealthbox CRM + BulkGate
Send Transactional SMS in BulkGate when New Project is created in Wealthbox CRM Read More...When this happens...
New Project
Then do this...
Send Transactional SMS
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect BulkGate + Wealthbox CRM without coding knowledge. Start creating your own business flow.
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New Comment
Triggers when a new comment is created.
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New Contact
Triggers when a new contact is created.
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New Event
Triggers when a new event is created.
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New Note
Triggers when a new note is created.
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New Opportunity
Triggers when a new opportunity is created.
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New Project
Triggers when a new project is created.
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New Workflow
Triggers when a new workflow is created.
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Send Promotional SMS
Sends Promotional SMS to a set of specified phone numbers.
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Send Transactional SMS
Sends transactional SMS to specified phone number. It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.
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Add Member to Household
Adds a new family member to a household.
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Create Contact
Creates a new contact.
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Create Event
Creates a new event.
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Create Household
Create a new household
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Create Note
Creates a new note.
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Create Opportunity
Creates a new opportunity.
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Create Project
Creates a new project.
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Create Task
Creates a new task.
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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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How BulkGate & Wealthbox CRM Integrations Work
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Step 1: Choose BulkGate as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Wealthbox CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from BulkGate to Wealthbox CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of BulkGate and Wealthbox CRM
This paper will discuss the integration of BulkGate and Wealthbox CRM software. BulkGate is a cloud-based software that offers the services to simplify and automate marketing campaigns. In contrast, Wealthbox CRM is a marketing automation software for B2B companies. The integration of the two software enables businesses to execute their marketing campaigns in an effective and efficient manner. It also provides them with more functionality than they would get from the use of either BulkGate or Wealthbox CRM alone.
The integration of BulkGate and Wealthbox CRM takes place through the use of the BulkGate connector module. This module can be used to integrate other applications besides BulkGate and Wealthbox CRM. It uses the BulkGate API to cplect data from the application. The Wealthbox connector module can then be used to transfer data between wealthbox CRM and BulkGate. This is done by using BulkGate’s API to transfer data between the two applications.
The integration of the two applications enables businesses to create better marketing campaigns. With the integration, BulkGate users can see how their marketing efforts fare in terms of sales, leads, and account expansion. They can also see how all their sales activities are doing through many metrics like revenue, activity, and performance. The results of their marketing efforts are displayed in one place which makes it easy for them to monitor what is happening with their business.
With the integration, wealthbox CRM users can send emails to their contacts easily. They can also track all their communication history with their contacts through the tracker module. They can also create new contacts in bulk which saves them time in creating contacts individually by hand. The users can also schedule future activities in bulk which saves them time in scheduling activities individually by hand.
Integration of the two applications enables businesses to improve their productivity in marketing their products or services. With the integration, they can enjoy seamless communication between each other when communicating with their customers. The integration improves the effectiveness of all kinds of communication formats between businesses and their customers including email, phone calls, text messages, social media posts, etc.
References
BulkGate website. (2017. Retrieved from http://www.bulkgatecrm.com/
Wealthbox website. (2017. Retrieved from https://www.wealthboxcrm.com/
The process to integrate BulkGate 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.
