Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Office 365 + Wealthbox CRMCreate Household to Wealthbox CRM from New Calendar in Office 365 Read More...
Office 365 + Wealthbox CRMCreate Project to Wealthbox CRM from New Calendar in Office 365 Read More...
Office 365 + Wealthbox CRMCreate Note to Wealthbox CRM from New Calendar in Office 365 Read More...
Office 365 + Wealthbox CRMStart Workflow in Wealthbox CRM when New Calendar is created in Office 365 Read More...
Office 365 + Wealthbox CRMCreate Contact to Wealthbox CRM from New Calendar in Office 365 Read More...
It's easy to connect Office 365 + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers once you add a new calendar.
Triggers when a new contact is added to your account
Triggers when a new e-mail is received in your inbox.
Triggers when a new event is created in your calendar.
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 an event in the calendar of your choice.
Send an email from your Outlook 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.
Microsoft Office 365 is a cloud-based suite of services, including email, contacts and calendar, which can be used on virtually any internet-connected device. It enables access to Microsoft productivity apps such as Word, Excel and PowerPoint. It also includes Microsoft Lync, Microsoft’s communication and cplaboration platform. Together with Office 365, Wealthbox CRM is an integrated cloud-based CRM spution that streamlines the way you manage sales, marketing and service.
Wealthbox CRM integrates directly with Office 365 – no infrastructure or software to install – and it works with the browsers your users already have. This integration helps you make the most of your existing business tops and gives you more time to focus on what matters. serving clients and getting deals closed. The integration between Office 365 and Wealthbox CRM allows you to create templates through the use of Microsoft Word templates. These templates then sync into Office 365 from where you can edit or save them as needed. You can also send an email from within Wealthbox CRM by selecting a template from within the email editor, as well as attaching a file from your Dropbox account.
By integrating Office 365 and Wealthbox CRM, users can benefit from having a single view of their entire customer database across the two applications without the need to export and import data. This provides a greater level of organisation and efficiency, as well as allowing users to keep track of all communication with their clients. Users also benefit from being able to view accurate data from both platforms side by side at any given time. This will allow them to make better informed decisions when planning new campaigns, as well as updating clients on the progress of their current projects. In addition, users will be able to access all documents from Office 365 – such as Word documents – directly from within Wealthbox CRM. This integration enhances the communication process between agents and clients, enabling agents to respond quickly and accurately to client queries without having to navigate away from the application.
Wealthbox CRM offers full integration between Office 365 and its own CRM system, allowing for seamless sharing of client information between the two platforms. The integration allows for greater visibility of client data in one place, while also creating a more efficient way for agents to communicate with clients via email, instant messaging or face-to-face meetings. Since these features are integrated into Office 365, users do not need to switch between applications when planning new campaigns or responding to client queries.
The process to integrate Office 365 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.