Integrate SharpSpring with Wealthbox CRM

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

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About SharpSpring

SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.

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 SharpSpring and Wealthbox CRM Integrations

  • SharpSpring Integration Wealthbox CRM Integration

    SharpSpring + Wealthbox CRM

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

    SharpSpring + Wealthbox CRM

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

    SharpSpring + Wealthbox CRM

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

    SharpSpring + Wealthbox CRM

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

    SharpSpring + Wealthbox CRM

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

    SharpSpring + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

  • 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 Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

  • 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 SharpSpring & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of SharpSpring and Wealthbox CRM

SharpSpring

SharpSpring is a marketing automation software that incorporates more than 40 marketing services. These services include email marketing, landing pages, social media, web forms, conversion tracking and more. With SharpSpring, it is easier for businesses to grow their customer base and increase sales.

Wealthbox CRM

Wealthbox provides a platform for managing a company’s sales pipeline. It is designed for small businesses and entrepreneurs. The software offers a centralized place where salespeople can record all sales opportunities, activities, and fplow-ups. This will help companies increase their sales lead conversion rates.

Integration of SharpSpring and Wealthbox CRM

With SharpSpring, companies can now use Wealthbox CRM to manage all their sales leads. Companies can import prospects into the software if they are already using SharpSpring. They can also connect their LinkedIn accounts to stay updated on their prospects’ latest updates. This will give them an edge over their competitors.

Benefits of Integration of SharpSpring and Wealthbox CRM

Integration of SharpSpring and Wealthbox CRM will allow the fplowing benefits:

Set up automated workflows. When you create a new lead in SharpSpring, it will automatically be added to your workflow in Wealthbox. This means that once the prospect becomes a client, the data will already be stored in Wealthbox. You can also set up an automated workflow to send out drip campaigns for your prospects. These emails will be sent out at certain time intervals until the prospect becomes a client. This will help you convert your prospects into paying customers.

Record activity history. Sales reps will be able to record all their activities inside the software. This will allow them to easily create reports that show how they are doing with each prospect. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet. It will also enable them to see which prospects have gotten back to them yet.

Send automatic fplow-up emails based on where you left off with the prospect last time. If you met with a prospect three weeks ago, but did not fplow up with him, you can set up an automated fplow-up email for it automatically send it out after the third week has passed since your meeting with him last time. You can even set up automated emails for fplow-ups after seven days, 14 days, 21 days, 28 days and 30 days from your first meeting with a prospect last time.

Now that you know about integration of SharpSpring and Wealthbox CRM, you can implement this strategy on your business today!

The process to integrate SharpSpring 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.