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Microsoft Dynamics CRM + Wealthbox CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

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 Microsoft Dynamics CRM + Wealthbox CRM

  • Microsoft Dynamics CRM Wealthbox CRM

    Microsoft Dynamics CRM + Wealthbox CRM

    Create Household to Wealthbox CRM from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Wealthbox CRM Create Household
  • Microsoft Dynamics CRM Wealthbox CRM

    Microsoft Dynamics CRM + Wealthbox CRM

    Create Project to Wealthbox CRM from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Wealthbox CRM Create Project
  • Microsoft Dynamics CRM Wealthbox CRM

    Microsoft Dynamics CRM + Wealthbox CRM

    Create Note to Wealthbox CRM from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Wealthbox CRM Create Note
  • Microsoft Dynamics CRM Wealthbox CRM

    Microsoft Dynamics CRM + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Microsoft Dynamics CRM Wealthbox CRM

    Microsoft Dynamics CRM + Wealthbox CRM

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

    Microsoft Dynamics CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • Updated Lead

    Triggers when a lead is updated.

  • 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 Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • 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 Microsoft Dynamics CRM & Wealthbox CRM Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM 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 Microsoft Dynamics CRM to Wealthbox CRM.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Wealthbox CRM

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software that enables organizations to deliver and manage customer experiences. Since its launch in 2003, Microsoft has been improving the product consistently. In January 2010, Microsoft released MS Dynamics CRM 4.0. The new release includes significant improvements such as. Marketing Campaigns, Forecasting, and Risk Management.

Wealthbox CRM is a fully integrated spution for companies looking to manage their Sales, Marketing, and Customer Support functions. Wealthbox CRM offers a feature-rich and easy-to-use spution to manage your sales pipeline, create marketing campaigns, and effectively manage your customer communications and support.

Wealthbox CRM

Wealthbox CRM is a complete customer relationship management spution built on the Microsoft Dynamics CRM platform. Wealthbox integrates with a vast cplection of industry-leading business applications and services. It provides end-to-end management of your sales, marketing and customer service operations so you can focus on what matters most – growing your business.

Integration of Microsoft Dynamics CRM and Wealthbox CRM

Integration of Microsoft Dynamics CRM and Wealthbox CRM will allow an organization to forecast revenue, capture and allocate opportunities, analyze the performance of sales, manage leads, monitor company’s financial information, etc. Integration of these two sputions will save time when entering data into one system or another. This integration will also help an organization to access information about its customers from any location or device.

The integration of these two sputions will also enable them to share contacts and records. Using this integration, an organization will be able to transfer data between them as well as synchronize changes made to data in one system with the other system. Thus, it will eliminate the need to duplicate efforts by creating duplicates of common records in both systems. As a result of using this integration, an organization will be able to improve internal processes and reduce costs associated with manual data entry. It will also provide the ability to leverage data residing in one system into another system without having to manually duplicate data entry efforts. This integration will benefit an organization because it will enable it to use its workforce more effectively by minimizing duplicate work efforts within Microsoft Dynamics CRM and Wealthbox CRM.

Benefits of Integration of Microsoft Dynamics CRM and Wealthbox CRM

  • Ability to forecast revenue
  • Capture and allocate opportunities
  • Analyze the performance of sales
  • Manage leads
  • Monitor company’s financial information
  • Ability to view information about customers from any location or device
  • Ability to share contacts and records between Microsoft Dynamics CRM and Wealthbox CRM
  • Ability to transfer data between the systems
  • Synchronize changes made to data in one system with the other system

The process to integrate Microsoft Dynamics CRM 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.