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Salesmate.io + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Wealthbox CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Salesmate.io

SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.

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 Salesmate.io + Wealthbox CRM

  • Salesmate.io Wealthbox CRM

    Salesmate.io + Wealthbox CRM

    Create Household to Wealthbox CRM from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Wealthbox CRM Create Household
  • Salesmate.io Wealthbox CRM

    Salesmate.io + Wealthbox CRM

    Create Project to Wealthbox CRM from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Wealthbox CRM Create Project
  • Salesmate.io Wealthbox CRM

    Salesmate.io + Wealthbox CRM

    Create Note to Wealthbox CRM from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Wealthbox CRM Create Note
  • Salesmate.io Wealthbox CRM

    Salesmate.io + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Contact is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Salesmate.io Wealthbox CRM

    Salesmate.io + Wealthbox CRM

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

    Salesmate.io + {{item.actionAppName}}

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

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

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

  • 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 Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • 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 Salesmate.io & Wealthbox CRM Integrations Work

  1. Step 1: Choose Salesmate.io 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 Salesmate.io to Wealthbox CRM.

    (2 minutes)

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

Integration of Salesmate.io and Wealthbox CRM

Salesmate.io

Salesmate.io, an artificial intelligence (AI. software platform for sales teams, helps businesses to create and maintain loyal customers. As a cloud-based spution, it provides real-time data insights into sales activities. It enables sales team members to boost their performance by providing them with the right information at the right time.

Salesmate.io integrates with various business tops including Salesforce, Google Apps, Slack, Zapier, Mailchimp, SalesforceIQ, Oracle Eloqua, Magento, Shopify, Shopify Plus, WordPress, Zoho CRM, Hubspot, Zendesk, Intercom, Zoho Projects, Freshbooks, Desk.com, Bigcommerce, Salesforce Commerce Cloud, Marketo, Xero, SalesLoft, Insightly, ActiveCampaign, Capsule CRM, Pardot, Insightly Live Chat support, RingCentral and more.

Wealthbox CRM

Wealthbox is a leading cloud-based customer relationship management (CRM. software that helps businesses manage their contacts and leads in one single place. Features include customer relationship management (CRM), marketing automation, social media monitoring, web forms and surveys.

Integration of Salesmate.io and Wealthbox CRM

Integration of Salesmate.io and Wealthbox CRM will be beneficial because both are cloud-based sputions. The integration of these two CRMs will enable businesses to manage their contacts and leads in one single place.

Wealthbox CRM can be used by sales teams to store and manage all their leads and contacts and use the data and information during sales calls or meetings with clients. The data can be accessed from anywhere using laptops or mobile devices. It has features such as adding contacts from websites, tracking email activity and identifying engagement of prospects. It also allows users to create custom fields and view the reports on the performance of individual sales reps or teams.

Salesmate.io can be integrated with Wealthbox CRM to create custom reports on the contact history and engagement level of prospects and customers which can be used to make better decisions during sales calls and meetings. This will help sales teams to create and maintain loyal customers and gain more revenue and profits for the company.

Benefits of Integration of Salesmate.io and Wealthbox CRM

Integration of Salesmate.io and Wealthbox CRM will be beneficial because both are cloud-based sputions. The integration of these two CRMs will enable businesses to manage their contacts and leads in one single place. Also as both Salesmate.io and Wealthbox CRM are easy to use they will have a positive impact on the business productivity as businesses have more time to focus on their core competencies.

Wealthbox CRM can be used by sales teams to store and manage all their leads and contacts and use the data and information during sales calls or meetings with clients. The data can be accessed from anywhere using laptops or mobile devices. It has features such as adding contacts from websites, tracking email activity and identifying engagement of prospects. It also allows users to create custom fields and view the reports on the performance of individual sales reps or teams.

Salesmate.io can be integrated with Wealthbox CRM to create custom reports on the contact history and engagement level of prospects and customers which can be used to make better decisions during sales calls and meetings. This will help sales teams to create and maintain loyal customers and gain more revenue and profits for the company.

The process to integrate Salesmate.io 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.