Integrate sms77 with Wealthbox CRM

Appy Pie Connect allows you to automate multiple workflows between sms77 and Wealthbox CRM

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About sms77

Send SMS, make text-to-speech calls and perform number lookups such as CNAM, HLR or MNP.

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 sms77 and Wealthbox CRM Integrations

  • sms77 Integration Wealthbox CRM Integration

    sms77 + Wealthbox CRM

    Create Household from Wealthbox CRM from Inbound SMS to sms77 Read More...
    Close
    When this happens...
    sms77 Integration Inbound SMS
     
    Then do this...
    Wealthbox CRM Integration Create Household
  • sms77 Integration Wealthbox CRM Integration

    sms77 + Wealthbox CRM

    Create Project from Wealthbox CRM from Inbound SMS to sms77 Read More...
    Close
    When this happens...
    sms77 Integration Inbound SMS
     
    Then do this...
    Wealthbox CRM Integration Create Project
  • sms77 Integration Wealthbox CRM Integration

    sms77 + Wealthbox CRM

    Create Note from Wealthbox CRM from Inbound SMS to sms77 Read More...
    Close
    When this happens...
    sms77 Integration Inbound SMS
     
    Then do this...
    Wealthbox CRM Integration Create Note
  • sms77 Integration Wealthbox CRM Integration

    sms77 + Wealthbox CRM

    Start Workflow in Wealthbox CRM when Inbound SMS is added to sms77 Read More...
    Close
    When this happens...
    sms77 Integration Inbound SMS
     
    Then do this...
    Wealthbox CRM Integration Start Workflow
  • sms77 Integration Wealthbox CRM Integration

    sms77 + Wealthbox CRM

    Create Contact from Wealthbox CRM from Inbound SMS to sms77 Read More...
    Close
    When this happens...
    sms77 Integration Inbound SMS
     
    Then do this...
    Wealthbox CRM Integration Create Contact
  • sms77 Integration {{item.actionAppName}} Integration

    sms77 + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect sms77 + Wealthbox CRM in easier way

It's easy to connect sms77 + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Inbound SMS

    Triggers when a new SMS has been received.

  • 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
  • Lookup CNAM

    Retrieves caller id information for a given phone number.

  • Lookup Format

    Retrieves formatted number information for a given phone number.

  • Lookup HLR

    Retrieves home location register information for a given phone number.

  • Lookup MNP

    Retrieves mobile number portability information for a given phone number.

  • Send SMS

    Send a SMS to given number(s).

  • Voice Call

    Converts a given text to speech and calls a given number.

  • 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 sms77 & Wealthbox CRM Integrations Work

  1. Step 1: Choose sms77 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 sms77 to Wealthbox CRM.

    (2 minutes)

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