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Deskpro + Wealthbox CRM Integrations

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

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

Deskpro is a web-based helpdesk software with multiple channel support.

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 Deskpro + Wealthbox CRM

  • Deskpro Wealthbox CRM

    Deskpro + Wealthbox CRM

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

    Deskpro + Wealthbox CRM

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

    Deskpro + Wealthbox CRM

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

    Deskpro + Wealthbox CRM

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

    Deskpro + Wealthbox CRM

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

    Deskpro + {{item.actionAppName}}

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

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

    Triggers
  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is created.

  • New Ticket

    Triggers when a new ticket is created.

  • New Ticket Reply

    Triggers when a ticket is answered.

  • 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 Message to Ticket

    Add a new note to an existing ticket.

  • Create Organization

    Create a new organization.

  • Create Person

    Creates a new person.

  • Create Ticket

    Creates a new ticket.

  • Update Ticket

    Update an existing ticket.

  • 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 Deskpro & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of Deskpro and Wealthbox CRM

Deskpro

Deskpro is a CRM software which is a customer relationship management system that provides users with a single view of all their customers. It helps in managing customer email correspondence, automating their marketing efforts and increasing sales. It also helps in providing a higher level of customer satisfaction through better communication and enhanced customer service. Wealthbox CRM is a cloud-based integrated set of software products that help in providing a system for managing contact information, providing assistance to customers, generating leads and managing sales opportunities. It provides a spution for tracking tasks from the time they are created to the time they are completed. It also helps in cplecting feedback from customers for future steps.

Wealthbox CRM

Wealthbox CRM is a platform that facilitates end-to-end sales process automation. It provides a spution for managing contacts, enriching prospects, building high-quality relationships and driving sales. Integrated to the core with Microsoft Dynamics CRM, it helps in cplecting feedback from customers to improve business processes and deliver unprecedented service levels.

Integration of Deskpro and Wealthbox CRM

Wealthbox CRM can be integrated with Deskpro using its API. This integration enables to synchronize data between Deskpro and Wealthbox CRM and update records in both the systems in real-time. This integration will allow Deskpro to send email notifications directly into Wealthbox CRM and update records in both the systems in real-time. This ensures that the customer will not miss any emails sent by the user. The user can perform other tasks such as creating contacts, adding notes etc in Deskpro and these tasks will be synchronized with Wealthbox CRM in real-time.

Benefits of Integration of Deskpro and Wealthbox CRM

The integration of Deskpro and Wealthbox CRM will enable users to:

Take advantage of real-time synchronization between Deskpro and Wealthbox CRM. This integration enables users to synchronize data between Deskpro and Wealthbox CRM and update records in both the systems in real-time. This synchronization eliminates the need to manually update records in both the systems separately. Users can perform tasks such as creating contacts, adding notes etc in Deskpro and these tasks will be synchronized with Wealthbox CRM in real-time. The integration enables users to perform tasks such as adding contacts, creating notes, sending emails etc directly from Wealthbox CRM. Create contacts directly from Deskpro. The integration enables users to create contacts directly from Deskpro. The user can select the customer’s company name from the company list available on Deskpro. The user can find additional information about the customer on the contact card on Deskpro. Personalize sales emails according to customer preferences. The integration allows users to personalize sales emails according to the needs of the customer by using information on the contact card on Deskpro. For example, if a customer has given his/her phone number on the contact card then the user can use that number on his/her email or other communication mechanisms. Place calls directly from Deskpro. The integration allows users to place calls directly from Deskpro by selecting the phone number on the contact card on Deskpro. Take advantage of call logs directly from Deskpro. The integration allows users to take advantage of call logs directly from Deskpro by selecting the phone number on the contact card on Deskpro. Track open emails directly from Deskpro. The integration allows users to track open emails sent through email by selecting the email record directly from Deskpro. Track task completion directly from Deskpro. The integration allows users to track task completion directly from Deskpro by selecting the task record on the contact card on Deskpro. Track task creation directly from Deskpro. The integration allows users to track task creation directly from Deskpro by selecting the task record on the contact card on Deskpro. Input time spent on tasks directly from Deskpro. The integration allows users to input time spent on tasks by selecting the task record on the contact card on Deskpro. Update note directly from Deskpro. The integration allows users to update notes on their Salesforce account by selecting the note record on the contact card on Deskpro. Update opportunity directly from Deskpro. The integration allows users to update opportunities on their Salesforce account by selecting the opportunity record on the contact card on Deskpro. Update lead directly from Deskpro. The integration allows users to update leads on their Salesforce account by selecting the opportunity record on the contact card on Deskpro. Update task directly from Deskpro. The integration allows users to update tasks on their Salesforce account by selecting the task record on the contact card on Deskpro. Update case directly from Deskpro. The integration allows users to update cases on their Salesforce account by selecting the case record on the contact card on Deskpro. Update opportunity direct from Deskpro. The integration allows users to update opportunities on their Salesforce account by selecting an opportunity record on the contact card on Deskpro. Convert contacts into accounts directly from Deskpro. The integration allows users to convert contacts into accounts by selecting ‘Convert Contact To’ option under Contact Properties. Convert accounts into contacts directly from Deskpro. The integration allows users to convert accounts into contacts by selecting ‘Convert Account To’ option under Contact Properties. Convert leads into accounts directly from Deskpro. The integration allows users to convert leads into accounts by selecting ‘Convert Lead To’ option under Opportunity Properties. Convert accounts into leads directly from Deskpro. The integration allows users to convert accounts into leads by selecting ‘Convert Account To’ option under Opportunity Properties. Convert cases into leads directly from Deskpro. The integration allows users to convert cases into leads by selecting ‘Convert Case To’ option under Case Properties > Leads tab > Add field ‘Lead Source’ > Dropdown ‘Case’ > Save All leads have been converted into opportunities based upon their value(default. > Save Review & Convert case leads automatically > Save Assign leads a Salesperson > Save Review & Convert case leads automatically > Save Remove leads > Save Set default lead stage > Save Set default case stage > Save Set default opportunity stage > Save Set default task stage > Save Set default case priority > Save Set default opportunity priority > Save Set default task priority > Save Assign leads a Salesperson > Save Update opportunity direct from Deskpro. This integration will enable users to update opportunities without changing fields such as status, stage type, value etc . Update tasks directly from Deskpro. The integration will enable users to update tasks without changing fields such as status, stage type etc . Enable cplaboration between team members using shared views. With this integration, team members can share views and take action based upon those views without changing any existing records. For example, if one team member wants to create a new lead for a certain customer then he/she can use shared views which were created by another team member who already has that information instead of creating a new lead himself/herself. Edit records such as contacts, accounts, opportunities etc without changing fields such as status, stage type etc . Update attachments such as photo files etc . Manage duplicate records such as duplicate accounts, duplicate opportunities etc . Track tasks assigned to one another. With this integration, team members can track tasks assigned to one another and mark them as complete when completed or assign them themselves without changing existing records such as lead assignment records etc . Create accounts directly from Wealthbox CRM. Users can create accounts based upon information available in contacts such as company name, country information etc . Create opportunities directly from Wealthbox CRM. Users can create opportunities based upon information available in contacts such as company name, country information etc . Send emails based upon templates created in Wealthbox CRM. Users can send emails based upon templates created in Wealthbox CRM without creating new templates again if they do not want to change any of these templates again later. Enter time spent or allocate time spent while updating or editing case related records such as assigning cases etc . Users can enter time spent while updating or editing case related records such as assigning cases etc . Create new contacts using case assignments created using wealthbox crm methods like getAccountExtendedPropertyList methods like getAccountExtendedPropertyList (case id. They can then add some additional attributes like name, address etc . Note that if you try gettingAccountExtendedPropertyList method it will return all attributes available for your account object including some custom ones like custom fields or custom picklist values etc if you set any during your setup like setting up custom fields or custom picklist values etc . Get extended property list for account using getAccountExtendedPropertyList method like getAccountExtendedPropertyList (case id. We only care about some specific fields like name, address etc here but if you try

The process to integrate Deskpro 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.