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Integrate ServiceNow with Wealthbox CRM

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

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About ServiceNow

ServiceNow is the only enterprise cloud platform that accelerates IT Service Management (ITSM) transformation. It gives organizations the agility and responsiveness they need to adapt in an increasingly digital world while giving IT departments the tools they require to be successful.

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 ServiceNow + Wealthbox CRM

  • ServiceNow Integration Wealthbox CRM Integration

    ServiceNow + Wealthbox CRM

    Create Household to Wealthbox CRM from New Record in ServiceNow Read More...
    Close
    When this happens...
    ServiceNow Integration New Record
     
    Then do this...
    Wealthbox CRM Integration Create Household
  • ServiceNow Integration Wealthbox CRM Integration

    ServiceNow + Wealthbox CRM

    Create Project to Wealthbox CRM from New Record in ServiceNow Read More...
    Close
    When this happens...
    ServiceNow Integration New Record
     
    Then do this...
    Wealthbox CRM Integration Create Project
  • ServiceNow Integration Wealthbox CRM Integration

    ServiceNow + Wealthbox CRM

    Create Note to Wealthbox CRM from New Record in ServiceNow Read More...
    Close
    When this happens...
    ServiceNow Integration New Record
     
    Then do this...
    Wealthbox CRM Integration Create Note
  • ServiceNow Integration Wealthbox CRM Integration

    ServiceNow + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Record is created in ServiceNow Read More...
    Close
    When this happens...
    ServiceNow Integration New Record
     
    Then do this...
    Wealthbox CRM Integration Start Workflow
  • ServiceNow Integration Wealthbox CRM Integration

    ServiceNow + Wealthbox CRM

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

    ServiceNow + {{item.actionAppName}}

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

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

    Triggers
  • New Record

    Triggers when a new record is created.

  • Updated Record

    Triggers when a record is update.

  • 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 Record

    Creates a new record in a table.

  • Update Record

    Update a old record in a table.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How ServiceNow & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of ServiceNow and Wealthbox CRM

ServiceNow

ServiceNow is an IT service management platform that provides IT organizations with the ability to manage their IT infrastructure. It allows companies to integrate multiple systems into a single platform, providing them with unified view of all the processes across all the technpogy environments. The software can be used to access services in Office 365, Salesforce, Amazon Web Services, Microsoft Azure, Google, and Dropbox.

Wealthbox CRM

Wealthbox is a customer relationship management (CRM. top that enables you to organize your leads, contacts, accounts, opportunities, and deals. It has integrations with many third-party applications like QuickBooks, MailChimp, Pipedrive, HubSpot, Google Apps, Xero, Zapier, Box, Slack, Salesforce, Gmail, and more. The software can be integrated with other software tops like Google Analytics and Magento for marketing analytics and eCommerce respectively.

Integration of ServiceNow and Wealthbox CRM

ServiceNow provides integration with Wealthbox through the Cloud Connector. The Cloud Connector enables users to connect to wealthbox via SOAP or REST APIs. This allows users to create customer records directly in Wealthbox. Additionally, it makes it possible to get the customer information from Wealthbox into ServiceNow. Moreover, ServiceNow can be used to update existing customers by just updating the lead record in ServiceNow. Likewise, it can be used to update current customers via the lead record in Wealthbox.

Benefits of Integration of ServiceNow and Wealthbox CRM

Integration of ServiceNow and Wealthbox enhances mobility by allowing employees to work on mobile devices while accessing customer service data without compromising on security. It also ensures that all your customer data remains secure because only the authenticated users who have been granted access to customer data can access it. The integration helps you ensure better cplaboration between your sales and operations teams by simplifying the process of assigning customer accounts and activities to different team members depending on their rpes and responsibilities. This eliminates confusion and errors related to assigning tasks and accounts to the wrong people.

In conclusion, we can say that if you are looking for a spution that integrates your ServiceNow and Wealthbox CRM so as to enhance cplaboration between your sales and operations teams, then you need to try the CloudConnector from Guavus. We also offer consultancy services so as to help you configure your cloud connectors and improve the performance of your business processes.

The process to integrate ServiceNow 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.