Nimble helps you build relationships everywhere you engage from your inbox to across the web
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Nimble + Wealthbox CRMCreate Household to Wealthbox CRM from New Contact in Nimble Read More...
Nimble + Wealthbox CRMCreate Project to Wealthbox CRM from New Contact in Nimble Read More...
Nimble + Wealthbox CRMStart Workflow in Wealthbox CRM when New Contact is created in Nimble Read More...
Nimble + Wealthbox CRMCreate Contact to Wealthbox CRM from New Contact in Nimble Read More...
It's easy to connect Nimble + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when you add a new contact.
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 contact.
Create a new task.
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.
Nimble is cloud-based platform to manage business office operations. It is designed to simplify and automate tasks such as email, calendar, contacts, files and documents. Nimble also helps in making sure that important emails do not get lost in the clutter, and provides an easy to use interface for employees and clients to communicate.
The system was designed to work across all devices and operating systems including Android, iOS, Windows, Mac and tablets. Nimble has a powerful search engine that allows users to find and retrieve any desired information within a few minutes. It also has a mobile app for ease of access when on the go.
Wealthbox CRM is an online customer relationship management platform which is easy to use and has powerful features. The platform allows users to analyse their customer data and take actionable steps in order to understand their customers better and improve their customer service. Wealthbox provides its users with a single database in which they can store all their customer information and details about their interactions with them.
Nimble and Wealthbox can be integrated in several ways. Firstly, Wealthbox users can import their customer data into Nimble and then use Nimble in order to track and monitor their customers’ activities. Secondly, users of Wealthbox can use the Nimble mobile app in order to access their customer data while on the go, saving them from the hassle of having to get back to their desks in order to get the information they require. Thirdly, Nimble can be used by Wealthbox users in order to schedule appointments with their customers by integrating the two systems together.
The integration of these two systems will allow users of both systems increased productivity and better results. For example, a user of Wealthbox who wants to book a meeting with a client can simply open Nimble on his or her mobile device and create an appointment. In addition, employees of Wealthbox can use Nimble to automatically add meeting reminders to the calendars of their clients so that they do not forget about upcoming meetings. In addition, once users have integrated their systems together, they will be able to share contact information between the two platforms so that they can always have access to their client’s details while on the move.
The integration of these two platforms will provide users with a wide range of benefits which include. ease of access to information, maximised productivity and enhanced customer service. For example, a user will be able to easily access important data while on the move by using the Nimble mobile app. This will save him or her time which would otherwise have been spent either getting back to their computers or looking for important information by hand. Furthermore, if one of his or her clients has an urgent question about his or her upcoming meeting, he or she will be able to easily find all the relevant information by opening Nimble on his or her phone without having to waste any time searching for it.
The integration of Nimble with Wealthbox CRM will provide users with enhanced customer service, increased productivity and easier access to information.
The process to integrate Nimble 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.