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Integrate SharePoint with Wealthbox CRM

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

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About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

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 SharePoint + Wealthbox CRM

  • SharePoint Integration Wealthbox CRM Integration

    SharePoint + Wealthbox CRM

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

    SharePoint + Wealthbox CRM

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

    SharePoint + Wealthbox CRM

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

    SharePoint + Wealthbox CRM

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

    SharePoint + Wealthbox CRM

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

    SharePoint + {{item.actionAppName}}

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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
  • 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 SharePoint & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of SharePoint and Wealthbox CRM

SharePoint

As per Wikipedia, SharePoint is a software product developed by Microsoft for document management and content sharing. SharePoint allows users to organize work related information into “sites”, which are separate portals in the SharePoint interface. Each site has its own set of shared documents, calendars, lists, tasks, discussions, contacts, web pages, and other items. Users can add their own content to the site or subscribe to updates on a specific topic.

SharePoint is available in two different versions, the on-premises version, which is installed on a server within an organization’s network, and the cloud-based version called Microsoft Office 365. Both versions allow users to directly share documents in a portal-like interface with other people inside or outside the organization.

Wealthbox CRM

Wealthbox is an award-winning business application that helps you manage your contacts, accounts, tasks, notes, activities and tasks. It provides you an easy way for managing your contacts and personalizing your experience with it.

The application integrates with many applications like Outlook, MS Word or Excel, Salesforce etc.

Integration of SharePoint and Wealthbox CRM

Wealthbox comes with excellent functionality for managing contacts and accounts. It makes sure that all of your accounts are up-to-date at all times. The features offered by Wealthbox will help you to manage your accounts effectively. You can manage projects more effectively using the Gantt Chart function in Wealthbox. You can assign tasks to yourself and your cpleagues. You can also make notes about the project while working on it.

The integration of SharePoint with Wealthbox is seamless. You don’t need to copy any data from one system to the other. You can import data from SharePoint into Wealthbox or export data from Wealthbox into SharePoint whenever you want to do so. And the best thing is that both systems are completely integrated with each other.

Benefits of Integration of SharePoint and Wealthbox CRM

Wealthbox offers a seamless integration with all major CRM applications. In addition to that, it also provides a seamless integration with SharePoint. When you integrate the two systems together, you will be able to manage data from either system at any time. The integration will be very useful for companies who want to use a single platform for managing their contacts and accounts as well as their projects.

The process to integrate SharePoint 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.