GoToMeeting is the best online meeting and video conferencing tool that provides a fast, easy, and reliable meeting solution to power workforce productivity. Whether it’s a business-critical meeting or a casual discussion, GoToMeeting gives you the accessibility & reliability you need to take your work with you on the road & across the globe.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
GoToMeeting + Wealthbox CRMCreate Household to Wealthbox CRM from New Meeting in GoToMeeting Read More...
GoToMeeting + Wealthbox CRMCreate Project to Wealthbox CRM from New Meeting in GoToMeeting Read More...
GoToMeeting + Wealthbox CRMCreate Note to Wealthbox CRM from New Meeting in GoToMeeting Read More...
GoToMeeting + Wealthbox CRMStart Workflow in Wealthbox CRM when New Meeting is created in GoToMeeting Read More...
GoToMeeting + Wealthbox CRMCreate Contact to Wealthbox CRM from New Meeting in GoToMeeting Read More...
It's easy to connect GoToMeeting + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when a new meeting is created in your account.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Creates a scheduled meeting in your account.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
GoToMeeting is a web conferencing service offered by LogMeIn, Inc. It enables online meetings with up to 25 participants. Screen sharing allows participants to share their screens with other meeting attendees, which lets the participants present information, show examples, or demonstrate applications. GoToMeeting can be used with any device that has an Internet browser or any computer equipped with the GoToMeeting client.
GoToMeeting was launched in 2003 as GoToWebinar, and was rebranded as GoToMeeting in 2005. The service was acquired by LogMeIn in 2012. The acquisition was completed on December 12, 2012 for $225 million.
Wealthbox is a software-as-a-service company providing business tops for wealth management. Its flagship product, Wealthbox CRM, is an online application that helps financial advisors manage their businesses. It focuses on managing the pipeline of prospective clients, prospecting new prospects, creating proposals for prospective clients, managing appointments with clients, and managing ongoing communications with existing clients. Wealthbox CRM has been designed to support the needs of financial advisors who are focused on servicing high net worth individuals and families, including business owners, entrepreneurs, executives, professionals, entertainers, athletes, and philanthropists.
Integration of GoToMeeting and Wealthbox CRM provides sputions for companies’ efficiency. For financial advisors, integration of GoToMeeting and Wealthbox CRM allows them to reach more potential customers by using Wealthbox CRM. GoToMeeting is a great spution for financial advisors who want to network with investors. Since there are many investors looking for investment opportunities online, financial advisors can get the maximum out of the limited time they have with potential clients by using GoToMeeting. It can be hard for financial advisors to get new clients through referrals; therefore, it is essential for them to promote themselves and their businesses through various marketing channels across all industries. By using Wealthbox CRM and GoToMeeting together, financial advisors can make use of both online and offline marketing channels to attract and engage potential new clients.
GoToMeeting and Wealthbox CRM integration provides significant benefits for users such as financial advisors. This integration offers financial advisors the fplowing advantages:
The process to integrate GoToMeeting 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.