Integrate ServiceNow with Wealthbox CRM
Appy Pie Connect allows you to automate multiple workflows between ServiceNow and Wealthbox CRM
- No code
- No Credit Card
- Lightning Fast Setup
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 IntegrationsBest ways to Integrate ServiceNow + Wealthbox CRM
-
ServiceNow + Wealthbox CRM
Create Household to Wealthbox CRM from New Record in ServiceNow Read More...When this happens...
New Record
Then do this...
Create Household
-
ServiceNow + Wealthbox CRM
Create Project to Wealthbox CRM from New Record in ServiceNow Read More...When this happens...
New Record
Then do this...
Create Project
-
ServiceNow + Wealthbox CRM
Create Note to Wealthbox CRM from New Record in ServiceNow Read More...When this happens...
New Record
Then do this...
Create Note
-
ServiceNow + Wealthbox CRM
Start Workflow in Wealthbox CRM when New Record is created in ServiceNow Read More...When this happens...
New Record
Then do this...
Start Workflow
-
ServiceNow + Wealthbox CRM
Create Contact to Wealthbox CRM from New Record in ServiceNow Read More...When this happens...
New Record
Then do this...
Create Contact
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect ServiceNow + Wealthbox CRM without coding knowledge. Start creating your own business flow.
-
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.
-
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.
Compliance Certifications and Memberships
Highly rated by thousands of customers all over the world
We’ve been featured on
How ServiceNow & Wealthbox CRM Integrations Work
-
Step 1: Choose ServiceNow as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Wealthbox CRM as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from ServiceNow to Wealthbox CRM.
(2 minutes)
-
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.
