Monitor any keyword in real-time and receive filtered, organized and prioritized information
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Mention + Wealthbox CRMCreate Household to Wealthbox CRM from New Alert in Mention Read More...
Mention + Wealthbox CRMCreate Project to Wealthbox CRM from New Alert in Mention Read More...
Mention + Wealthbox CRMStart Workflow in Wealthbox CRM when New Alert is created in Mention Read More...
Mention + Wealthbox CRMCreate Contact to Wealthbox CRM from New Alert in Mention Read More...
It's easy to connect Mention + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when a new alert is added.
Triggers when a new mention comes through for the specified alert
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 new alert
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.
Introduction is to tell about the Mention and Wealthbox CRM. the Mention and what is the Wealthbox CRM and why we can’t use it with Mention
The Mention is a social media monitoring top that can help you monitor your online reputation and your competitors reputation, and this top can help you find how people talk about you, your products and services on social media.
the Wealthbox CRM
The Wealthbox CRM is a software that helps you manage your customers more efficiently. You can export your customers from Wealthbox to Mention for pulling their mentions from social media. This will help you monitor your customer’s online reputation and give you a chance to work on it.
Why we can’t use it with Mention
We can’t use it because Mention doesn’t have an integration with the Wealthbox CRM at the moment. In order to get the information from them, we need to export our customers from Wealthbox to Mention one by one manually. From there, we can get the information from each customer that we want.
In this part, we will tell about the integration of Mention and Wealthbox CRM. How does it work and what benefits we get from this integration And what are the steps of integration We will give a short example of how it works. We will also cover the advantages of using this integration.
1.. How does it work
In order to use this integration, you need to buy the premium package of Mention. After that, you need to connect both accounts to each other. Through this integration, you will be able to export your customers form Wealthbox to Mention directly. It will save your time when managing your customers. You can also export all your customers at once or just choose who you want to export. After exporting, you will get all the information that you need in one place. You don’t need to do research again in order to get all the information that you need because they are organized in one place. The last thing that you need to do is importing description, location, etc. to make it easy for you to find any information that you need. It is very helpful if you manage more than one hundred clients.
2.. Benefits of Integration of Mention and Wealthbox CRM
You save time when managing your customers because all the information is in one place that you can easily search for it, and it is already organized in several cpumns that you can filter them by keyword, category, location, etc. It makes it easier for you to search for your desired information. It is very convenient if you want to export more than one hundred clients at once. You no longer have to do research again because everything is already organized in one place for you so it makes it easier for you to find what you are looking for faster. If you are running a business, it means that this integration saves your time because you don’t have to do things manually anymore. So if your company has a lot of clients, this integration will help you save more time when managing them. Another benefit of this integration is that you can send an email to all of your clients at once without doing research again because the information that you need is already in one place. You just have to write an email and write their name, address, etc. If there are some problems with your clients, this integration will help you find out what the problem is faster because all the information is in one place where you can easily search for what you want. Let’s say that one of your clients didn’t receive any emails from you for a while, this integration will help you find out what happened by showing all his Twitter tweets, Facebook status updates, etc. It shows all the activity that he made online, which tells us that there was something wrong with him or his email address got changed. Another advantage of this integration is that if someone mentions about your customer on social media, this integration will show his/her social media name so it will be easier for you to find out what they are talking about. For example, if someone mentions your customer on Twitter or Facebook, Mention will show this person’s Twitter or Facebook name so it will be easier for you to reach out him/her. Another advantage of using this integration is that if your customer mentioned something on social media, this integration will show his/her brand name or company name so it will be easier for you to contact them or talk about it with him/her because he/she mentioned about his/her company on social media where people are likely to see what they are talking about. It shows all the relevant data about your customer, which means that if someone mentioned your customer on social media, this integration will show his/her full name along with his/her company name or brand name so it will make it easier for you to reach out him/her because now everyone knows who they are talking about. This integration helps monitor your online reputation more effectively because if someone mentions something about your customer on social media then the information will show up in Mention automatically. It shows all the relevant data about your customer on Mention, which makes it easier for people who want to contact him/her or talk about them on social media because now they know who they are actually talking about. If someone mentioned something bad about your customer on social media, then this integration will show what they are saying so now they know what happened so now they can fix it right away so now they aren’t losing any potential costumers anymore since everyone can see what they are talking about on social media now. Another advantage of using this integration is that if someone mentioned something good about your customer on social media then this integration will also show what they are saying so now they know what happened so now they won’t lose potential costumers anymore since everyone knows who they are talking about on social media now.
The process to integrate Mention 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.