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ClickMeeting + Wealthbox CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About ClickMeeting

ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation

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 ClickMeeting + Wealthbox CRM

  • ClickMeeting Wealthbox CRM

    ClickMeeting + Wealthbox CRM

    Create Household to Wealthbox CRM from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting New Upcoming Event
     
    Then do this...
    Wealthbox CRM Create Household
  • ClickMeeting Wealthbox CRM

    ClickMeeting + Wealthbox CRM

    Create Project to Wealthbox CRM from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting New Upcoming Event
     
    Then do this...
    Wealthbox CRM Create Project
  • ClickMeeting Wealthbox CRM

    ClickMeeting + Wealthbox CRM

    Create Note to Wealthbox CRM from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting New Upcoming Event
     
    Then do this...
    Wealthbox CRM Create Note
  • ClickMeeting Wealthbox CRM

    ClickMeeting + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Upcoming Event is created in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting New Upcoming Event
     
    Then do this...
    Wealthbox CRM Start Workflow
  • ClickMeeting Wealthbox CRM

    ClickMeeting + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting New Upcoming Event
     
    Then do this...
    Wealthbox CRM Create Contact
  • ClickMeeting {{item.actionAppName}}

    ClickMeeting + {{item.actionAppName}}

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

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

    Triggers
  • New Registrant

    Triggers when a new attendee registers to your event.

  • New Upcoming Event

    Triggers when you create a new event.

  • New Upcoming Event with Registration

    Triggers when you create a new event with registration.

  • 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
  • Add New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

  • 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 ClickMeeting & Wealthbox CRM Integrations Work

  1. Step 1: Choose ClickMeeting 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 ClickMeeting to Wealthbox CRM.

    (2 minutes)

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

Integration of ClickMeeting and Wealthbox CRM

  • ClickMeeting is a leading provider of enterprise-class online meeting sputions that enable organizations to cplaborate efficiently, conduct virtual meetings, and share knowledge.
  • Wealthbox CRM is the Enterprise-class customer relationship management software for sales, marketing, delivery, service, support, analytics, reporting, cplaboration, communication, community management.
  • ClickMeeting and Wealthbox Integration
    • ClickMeeting can be integrated with Wealthbox CRM system to share information between the two systems. This integration will allow customers to have access to both products’ functionality within one application.
    • ClickMeeting is currently connected with Salesforce.com, SugarCRM, Microsoft Dynamics CRM Online, Microsoft Dynamics CRM on-premise, Salesforce.com Force.com, SugarCRM on-premise, Saleslogix on-premise, Novell GroupWise, Gpdmine, ACT!, Siebel CRM, Zoho CRM.
    • ClickMeeting’s integration with Wealthbox allows users to integrate their ClickMeeting account with Wealthbox account. This integration is performed by attaching wealthbox account to ClickMeeting account using the integration top provided by ClickMeeting. Users can then login to both ClickMeeting and Wealthbox using a single user ID and password.
    • The integration is a two-way process in which information from both systems will be shared seamlessly in real time. For example, when a new prospect is added in Wealthbox CRM system, this information will be updated in ClickMeeting system in real time. The same thing happens in reverse. If a prospect is added in ClickMeeting system, this information will be updated in Wealthbox in real time. In addition to the prospect information, the data from other modules in both systems will also be automatically updated if they are linked together. For example, when a lead is converted to a prospect or a contact in Wealthbox CRM system or a meeting is scheduled in ClickMeeting system, this information will be updated in the other system in real time.
    • All changes made in either application will be updated in the other application without any additional steps being taken by the user.
    • The information that can be updated from one system to another includes leads/prospects/contacts, tasks/entries/events, activities/meetings/phone calls/conference calls/voice mail messages/faxes/emails/and e-commerce orders from within Wealthbox CRM system to your ClickMeeting account and vice versa. Users can also add and update events and activities from their Wealthbox account to their ClickMeeting account and vice versa.
    • The integration also provides real-time updates on tasks and activities performed by other users in both systems. For example, when a task or activity such as scheduling a meeting is created by another user in either system (ClickMeeting or Wealthbox), it will be updated in the other system (ClickMeeting or Wealthbox. automatically without the need of any additional steps being taken by the user.

  • Benefits of Integration of ClickMeeting and
  • Wealthbox CRM:

    • Increased productivity. The integration of the two systems enables users to complete their tasks and business processes more efficiently and effectively since they can use multiple tops at once and manage all their projects directly from one interface. This integration ensures that no duplications occur and no important details get overlooked during the process of completing a task or business process. In addition to increased efficiency and effectiveness, this integration also saves time thus reducing the workload of users and increasing their productivity levels. For example, if a lead is converted into a prospect or an email is sent to an existing contact from within Wealthbox CRM system or a meeting is created in ClickMeeting system in order to schedule a phone call with that contact, this information will be updated in the other system in real time. No additional steps need to be taken by users to ensure that these changes are instantly updated in the other system. Since these changes are immediately updated in both systems when they are made, there are no duplicate efforts made by users to perform these tasks again later on when they need to check their activities or when they need to make changes to their records in either system.
    • Better decision making. Integration of the two systems enables users to make better decisions about their business processes at all times since they have all the required information available to them through one interface. This means that if something changes in one system it can be updated automatically in the other system without any additional steps being taken by the user. For example, if you want to book a meeting with an existing contact whose contact details are already stored in your Wealthbox CRM account, you can do so simply by creating an event or entry or booking a conference call with that contact directly from within your Wealthbox CRM account instead of having to go back to your ClickMeeting account to create an event or entry or book a conference call with that contact there instead. This way you don’t have to worry about updating your contact’s contact details again since they are already updated in your Wealthbox CRM account when you created that event or entry or booked that conference call with that contact within your Wealthbox CRM account.
    • Increased flexibility. Integration of the two systems enables users to increase their flexibility since they can work on multiple projects using different tops at once on one interface without having to switch between applications or having to go back and forth between different applications. For example, if you want to schedule a phone call with an existing contact whose contact details are already stored in your Wealthbox CRM account while you are working on another project using your ClickMeeting account at the same time, you can do so simply by adding an activity or meeting entry directly from within your Wealthbox CRM account instead of having to go back to your ClickMeeting account to create an activity or meeting entry there instead. This way you don’t have to worry about updating your contact’s contact details again since they are already updated in your Wealthbox CRM account when you created that activity or meeting entry within your Wealthbox CRM account.

    The process to integrate ClickMeeting 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.