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ClickSend SMS + Wealthbox CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About ClickSend SMS

ClickSend is a cloud-based service that allows you to send and receive SMS, Email, Voice, Fax, and Letters to and from anywhere in the globe.

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 ClickSend SMS + Wealthbox CRM

  • ClickSend SMS Wealthbox CRM

    ClickSend SMS + Wealthbox CRM

    Create Household to Wealthbox CRM from New Incoming SMS in ClickSend SMS Read More...
    Close
    When this happens...
    ClickSend SMS New Incoming SMS
     
    Then do this...
    Wealthbox CRM Create Household
  • ClickSend SMS Wealthbox CRM

    ClickSend SMS + Wealthbox CRM

    Create Project to Wealthbox CRM from New Incoming SMS in ClickSend SMS Read More...
    Close
    When this happens...
    ClickSend SMS New Incoming SMS
     
    Then do this...
    Wealthbox CRM Create Project
  • ClickSend SMS Wealthbox CRM

    ClickSend SMS + Wealthbox CRM

    Create Note to Wealthbox CRM from New Incoming SMS in ClickSend SMS Read More...
    Close
    When this happens...
    ClickSend SMS New Incoming SMS
     
    Then do this...
    Wealthbox CRM Create Note
  • ClickSend SMS Wealthbox CRM

    ClickSend SMS + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Incoming SMS is created in ClickSend SMS Read More...
    Close
    When this happens...
    ClickSend SMS New Incoming SMS
     
    Then do this...
    Wealthbox CRM Start Workflow
  • ClickSend SMS Wealthbox CRM

    ClickSend SMS + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Incoming SMS in ClickSend SMS Read More...
    Close
    When this happens...
    ClickSend SMS New Incoming SMS
     
    Then do this...
    Wealthbox CRM Create Contact
  • ClickSend SMS {{item.actionAppName}}

    ClickSend SMS + {{item.actionAppName}}

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

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

    Triggers
  • New Incoming SMS

    Triggers when a new incoming sms is received.

  • 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 Contact

    Creates a new contact in a list.

  • Create Contact List

    Creates a new contact list.

  • Delete Contact

    Delete specific contact from list based on the contact ID.

  • Delete Contact List

    Delete a specific contact list.

  • Send Fax

    Sends a new fax.

  • Send MMS

    Send a new MMS.

  • Send Post Letter

    Sends an A4 PDF document via the post. The PDF is printed, folded, inserted into an envelope and posted to any address globally.

  • Send Postcard

    Sends a postcard via the post. The PDF is printed and delivered to any address globally.

  • Send SMS

    Sends a new SMS.

  • Send SMS to Contact List

    Sends a new SMS to a list of contacts.

  • Send Voice

    Send a Voice Text-to-speech message to a mobile phone or landline.

  • 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 ClickSend SMS & Wealthbox CRM Integrations Work

  1. Step 1: Choose ClickSend SMS 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 ClickSend SMS to Wealthbox CRM.

    (2 minutes)

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

Integration of ClickSend SMS and Wealthbox CRM

ClickSend SMS

Clicksend SMS is a mobile marketing company who offers the best in class, online SMS to your customers. They are one of the leading providers in SMS marketing services. The company has around 100 employees and around 8 million customers worldwide. They have an incredibly high success rate with their customers which is what makes them one of the leading companies in this business.

Wealthbox CRM

Wealthbox CRM is an SMS based customer relationship management software that provides you with everything that you require to build a successful business. With this software, you are provided with analytics, data, reports, dashboards, real-time updates, task management, sales accountability, and much more. This software is easy to use, very intuitive and can be deployed within minutes. It is available for all mobile platforms.

Integration of ClickSend SMS and Wealthbox CRM

Integration of ClickSend SMS and Wealthbox CRM allows the user to manage their business on one single platform. The user can manage their website through Wealthbox CRM and also perform the functions of sending SMS through ClickSend SMS. This integration enables the user to keep track of their business very easily. The user can also send SMS directly from the Wealthbox CRM application without having to use any other external application. This way, the user will get the best out of both of these applications.

Benefits of Integration of ClickSend SMS and Wealthbox CRM

The benefit of integrating ClickSend SMS and Wealthbox CRM is that it enables the user to make use of features like text streaming, bulk messaging, voice broadcasting, IVR (Interactive Voice Response), SMS auto responders and more. This integration makes it possible for the user to use all these advanced functions which would not be possible if they were to use these applications separately.

ClickSend SMS and Wealthbox CRM integration will help the user to improve his business as he will now be able to access all the features of both these applications from a single place. The user will now be able to send bulk messages easily as well as view all the analytics from a single platform as well as generate reports as well as charts as well as dashboards very easily. Also, he will now be able to schedule messages as well as stream messages which will go a long way in improving his business.

The process to integrate ClickSend SMS 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.