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GoToMeeting + Wealthbox CRM Integrations

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

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

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.

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 GoToMeeting + Wealthbox CRM

  • GoToMeeting Wealthbox CRM

    GoToMeeting + Wealthbox CRM

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

    GoToMeeting + Wealthbox CRM

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

    GoToMeeting + Wealthbox CRM

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

    GoToMeeting + Wealthbox CRM

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

    GoToMeeting + Wealthbox CRM

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

    GoToMeeting + {{item.actionAppName}}

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

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

    Triggers
  • New Meeting

    Triggers when a new meeting is created in your account.

  • 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 Meeting

    Creates a scheduled meeting in your account.

  • 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 GoToMeeting & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of GoToMeeting and Wealthbox CRM

GoToMeeting

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 CRM

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

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.

Benefits of Integration of GoToMeeting and Wealthbox CRM

GoToMeeting and Wealthbox CRM integration provides significant benefits for users such as financial advisors. This integration offers financial advisors the fplowing advantages:

  • Enhance customer experience. Integration of GoToMeeting and Wealthbox CRM will allow financial advisors to improve their business practices and meet clients’ needs better by enhancing the customer experience. With Wealthbox CRM and GoToMeeting together, financial advisors can offer a streamlined and personalized experience to each potential client and existing client. Financial advisors can easily access important customer information anytime and anywhere with these two tops together. As a result, it is easier for them to manage their businesses efficiently while providing a great customer experience to each client. Additionally, they can easily share documents and files with each client through this integration. In addition to that, financial advisors can record important meetings with their clients in order to track their progress in the future. These benefits help financial advisors improve their client experience and strengthen their relationships with their clients.
  • Boost productivity. Financial advisors can enhance their productivity by integrating GoToMeeting and Wealthbox CRM together. They can reduce the time they spend on administrative tasks by using Wealthbox CRM together with GoToMeeting since they no longer need to type in details from one application into another application. Financial advisors can also increase their team’s productivity by connecting their team members together through this integration. Financial advisors can share documents and files among each other easily by using this integration without having to download them from one application to another application. Financial advisors can also have group calls with all their team members whenever they need to discuss something important in real time without having to go through a lengthy email exchange process first before they can set up a meeting time with each other. These benefits enhance financial advisors’ productivity in running their businesses efficiently while improving their staff engagement levels at the same time.
  • Save time. Integration of GoToMeeting and Wealthbox CRM will save financial advisors time when comparing it with working separately with different applications because it allows them to get all tasks done within one integrated application instead of having to switch between different applications frequently. Furthermore, this integration will help financial advisors save time since they do not need to worry about losing data due to transferring data from one application to another application frequently. Financial advisors can also be more productive since it is easy for them to share important data among each other by using this integration without having to send emails or making phone calls to share critical data with each other first before proceeding with the tasks they need to complete together. This ability helps them work more efficiently while saving time since they do not need to keep track of every single detail after sharing important data among each other through this integration.

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.