BulkGate is a messaging platform that lets you engage with your consumers by SMS and other methods from anywhere in the world.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Wealthbox CRM + BulkGateSend Transactional SMS in BulkGate when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + BulkGateSend Promotional SMS in BulkGate when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + BulkGateSend Transactional SMS in BulkGate when New Event is created in Wealthbox CRM Read More...
Wealthbox CRM + BulkGateSend Promotional SMS in BulkGate when New Event is created in Wealthbox CRM Read More...
Wealthbox CRM + BulkGateSend Transactional SMS in BulkGate when New Project is created in Wealthbox CRM Read More...
It's easy to connect BulkGate + Wealthbox CRM without coding knowledge. Start creating your own business flow.
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.
Sends Promotional SMS to a set of specified phone numbers.
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.
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.
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.
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.