SproutVideo + Wealthbox CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About SproutVideo

SproutVideo is a video hosting platform with powerful video marketing, privacy, and analytical tools that take the guesswork out of sharing videos online.

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 SproutVideo + Wealthbox CRM

  • SproutVideo Wealthbox CRM

    SproutVideo + Wealthbox CRM

    Create Household from Wealthbox CRM from Video Deployed to sproutvideo Read More...
    When this happens...
    SproutVideo Video Deployed
    Then do this...
    Wealthbox CRM Create Household
  • SproutVideo Wealthbox CRM

    SproutVideo + Wealthbox CRM

    Create Project from Wealthbox CRM from Video Deployed to sproutvideo Read More...
    When this happens...
    SproutVideo Video Deployed
    Then do this...
    Wealthbox CRM Create Project
  • SproutVideo Wealthbox CRM

    SproutVideo + Wealthbox CRM

    Create Note from Wealthbox CRM from Video Deployed to sproutvideo Read More...
    When this happens...
    SproutVideo Video Deployed
    Then do this...
    Wealthbox CRM Create Note
  • SproutVideo Wealthbox CRM

    SproutVideo + Wealthbox CRM

    Start Workflow in Wealthbox CRM when Video Deployed is added to sproutvideo Read More...
    When this happens...
    SproutVideo Video Deployed
    Then do this...
    Wealthbox CRM Start Workflow
  • SproutVideo Wealthbox CRM

    SproutVideo + Wealthbox CRM

    Create Contact from Wealthbox CRM from Video Deployed to sproutvideo Read More...
    When this happens...
    SproutVideo Video Deployed
    Then do this...
    Wealthbox CRM Create Contact
  • SproutVideo {{item.actionAppName}}

    SproutVideo + {{item.actionAppName}}

    {{item.message}}
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect SproutVideo + Wealthbox CRM in easier way

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

  • List your folders

    Folders are a great way to organize videos in a hierarchical way within your account. Folders can contain both videos and other folders.

  • Video Deployed

    Triggers when a new video has been deployed within your account.

  • Video Watched

    Triggers when a video has been watched

  • 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 Access Grant

    Create a new access grant within your sproutvideo account.

  • Create Folder

    Create a new folder within your SproutVideo account.

  • Create Viewer Login

    Create a new viewer login within your SproutVideo account.

  • Update Access Grant

    Updates the settings for an existing access grant in your SproutVideo account.

  • Upload Video

    Uploads a video to your SproutVideo account.

  • 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.

How SproutVideo & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of SproutVideo and Wealthbox CRM


SproutVideo is a Video SaaS company that helps businesses create, host, and track responsive videos. It has two products:

  • Standalone Video Platform
  • Branded Video Marketing Hub

Wealthbox CRM

Wealthbox CRM is a CRM software for small businesses with an emphasis on email marketing.

Integration of SproutVideo and Wealthbox CRM

By integrating the two platforms, users can leverage the strength of both platforms to improve their business. For example, video is an effective top for sales prospecting; it helps businesses convey their message better than written content. Video increases sales leads by up to 53% (Sprout Video. When integrated with the Wealthbox CRM, businesses can use the video feature to capture leads during the sales process by recording calls or meeting with prospects. Video replay allows the prospect to watch the video whenever they want instead of relying on the salesperson to explain what was said in the meeting. Video replay increases conversion rate by 34% (Sprout Video. By using this integration, you can effectively capture more leads while retaining existing customers by giving them another way to access your service. This increases customer retention rate, builds brand loyalty, and improves customer satisfaction. The integration also gives businesses an opportunity to gain more insights on their customers. With SproutVideo’s analytics dashboard, businesses can view data on viewer behavior including views, clicks, and time spent watching the video. They can then use this data to build a better marketing strategy based on what resonates with their customers. Using SproutVideo’s dynamic ad insertion feature, they can also target more relevant ads to their potential customers based on their viewing behavior. This is especially useful when targeting prospects during sales calls because it maximizes the engagement level of the prospect during the call. It is important to note that this type of strategy will work best if you are selling a high-ticket item or service because it requires more investment on the part of your customer. By integrating the two platforms together, businesses can generate more leads and increase customer retention which normally yields higher ROI.

Benefits of Integration of SproutVideo and Wealthbox CRM

Integrating SproutVideo and Wealthbox CRM increases productivity and efficiency in marketing campaigns. With Wealthbox CRM’s email marketing features coupled with SproutVideo’s video sharing features, businesses can easily create and share videos in various formats such as animated GIFs, HTML5 videos, and MP4 videos with their existing customers via email marketing campaigns. This approach is much more effective than sending emails that only contain text because it communicates your message in a more engaging manner. You can also send videos that contain helpful information related to your product or service such as how to use it or how it works. Video email campaigns increase revenue by 31% and reduce unsubscribes and spam complaints by 15% (Sprout Video. You can also feature your products or services in your videos and direct consumers to online stores where they can purchase them directly. Video email campaigns account for 10% of all digital sales (Sprout Video. Video email campaigns are effective for driving sales because they help you connect with customers on a personal level through your company’s personality and values. They also enable your company to showcase your expertise in your industry and give your customers an opportunity to ask questions about your product or service. Video email campaigns allow you to build brand awareness and recognition simply by sharing your videos and promoting them via social media and email marketing campaigns. This approach builds trust between you and your customers while helping you convert more leads into paying customers. Integrating these two platforms also gives your existing customers a new way to interact with you. For example, when a customer has a problem using your product or service, he or she can create a video describing his or her experience and share it with you directly through SproutVideo’s intuitive interface while keeping his or her identity private. Your support team can then watch the video and attempt to fix the issue while keeping the customer updated with the progress. Some companies have already started doing this by purchasing a subscription to SproutVideo’s platform through their existing accounts. In addition, integrating these two platforms allows companies to get feedback from existing customers by asking them questions through video interviews. They can then publish these videos on their websites, YouTube channels, or other social media platforms to get more exposure which could lead to more sales opportunities for them. Video interviews are easy to produce because you can use any webcam installed on your computer or mobile device to record them. Businesses can also use integrations with other platforms to drive traffic towards their websites or social media accounts such as YouTube or Facebook. For example, you can create a quiz that asks users a series of questions about your business and reward them with entry into a contest when they answer correctly, like SumoMe. By using SumoMe’s features like pop-up forms or welcome mats that appear on your website when someone visits it for the first time, you can direct people who take the quiz to your landing page where they can register for your contest or subscribe to your newsletter directly instead of relying on email marketing campaigns which require manual intervention by your customer support team. Integrating these two platforms also allows you to monitor user activity across multiple devices so you don’t miss out on any important information about your customers’ behavior. Since Wealthbox CRM integrates with Salesforce, you can import data directly into Salesforce using its webhooks feature without requiring any additional development effort on your part. Since both Wealthbox CRM and SproutVideo are cloud-based sputions that require no installation or maintenance costs, you can easily integrate them with little effort so you don’t miss out on any opportunities related to customer engagement and conversion rates which could result in higher revenue for your company in the long run.

The process to integrate SproutVideo 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.