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CloudTalk + Wealthbox CRM Integrations

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

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

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

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 CloudTalk + Wealthbox CRM

  • CloudTalk Wealthbox CRM

    CloudTalk + Wealthbox CRM

    Create Household to Wealthbox CRM from New Call in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Wealthbox CRM Create Household
  • CloudTalk Wealthbox CRM

    CloudTalk + Wealthbox CRM

    Create Project to Wealthbox CRM from New Call in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Wealthbox CRM Create Project
  • CloudTalk Wealthbox CRM

    CloudTalk + Wealthbox CRM

    Create Note to Wealthbox CRM from New Call in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Wealthbox CRM Create Note
  • CloudTalk Wealthbox CRM

    CloudTalk + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Call is created in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Wealthbox CRM Start Workflow
  • CloudTalk Wealthbox CRM

    CloudTalk + Wealthbox CRM

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

    CloudTalk + {{item.actionAppName}}

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

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

    Triggers
  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • 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

    Create a contact.

  • Update Contact

    Update an existing contact.

  • 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 CloudTalk & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of CloudTalk and Wealthbox CRM

CloudTalk is a cloud-based contact center spution designed for small businesses to medium sized enterprises, by CloudTalk Inc., a privately held corporation located in the Silicon Valley that was founded in 2010. CloudTalk includes a host of advanced features that enable users to manage their customer relationships, convert leads into sales and increase profits. CloudTalk contains a number of advanced features including a "Call Me" button, which allows a user to send a call from the website to their mobile phone, a Customer Relationship Management system, a team/group chat feature along with customizable widgets.

Wealthbox is a cloud-based CRM spution by Fusemachines LLC, a privately held corporation based in Austin, Texas. Since its inception in 2007, Wealthbox has been used by more than 200 companies of different sizes to manage their customer relationships. Wealthbox contains a number of advanced features that enable users to manage their customer relationships, convert leads into sales and increase profits. Wealthbox contains a number of advanced features including a comprehensive Customer Relationship Management system, a help desk, a live chat feature and real-time reporting.

Integration of CloudTalk and Wealthbox CRM

In November 2016, CloudTalk announced integrated Google Hangout functionality with Wealthbox. The integration enables users of both products to conduct group meetings using Google Hangouts. The integration brings together the unique feature set of both products and combines them into one seamless experience for users. This added functionality will allow users to provide direct support and upsell opportunities anytime and anywhere, even while away from the office. Both CloudTalk and Wealthbox can be integrated with Gmail and Google Calendar. CloudTalk also allows users to add contacts from Gmail directly into the interface by importing emails from Gmail to avoid having duplicate contacts. Users can use both product's calendar/scheduling features to schedule calls across both applications.

Benefits of Integration of CloudTalk and Wealthbox CRM

The integration of CloudTalk and Wealthbox allows users to conduct live video calls through Google Hangouts with screen sharing capabilities. Users can share their computer screen with the customer and demonstrate how to perform an action or answer a question. By integrating both products, users can access all of their data in just one place and save time by not having to switch between applications to access information. For example, when using CloudTalk, users can easily schedule appointments through their Wealthbox calendar without having to log in to separate calendars. Users can also schedule appointments with people outside of their organization using the scheduler in Wealthbox. Integrating both products will also allow users to create "Contact Groups" so they can see all activity related to customers within the same groups or entities. This makes it easier for users to keep up with their customer communications since they will only need to be aware of activity related to each Contact Group.

The process to integrate CloudTalk 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.