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Colligso TextIn + Wealthbox CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Colligso TextIn

Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.

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 Colligso TextIn + Wealthbox CRM

  • Colligso TextIn Colligso TextIn

    Wealthbox CRM + Colligso TextIn

    Get Permission in textin when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Colligso TextIn New Contact
     
    Then do this...
    Colligso TextIn Get Permission
  • Colligso TextIn Colligso TextIn

    Wealthbox CRM + Colligso TextIn

    Create Customer to textin from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Colligso TextIn New Contact
     
    Then do this...
    Colligso TextIn Create Customer
  • Colligso TextIn Colligso TextIn

    Wealthbox CRM + Colligso TextIn

    Create Order to textin from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Colligso TextIn New Contact
     
    Then do this...
    Colligso TextIn Create Order
  • Colligso TextIn Colligso TextIn

    Wealthbox CRM + Colligso TextIn

    Get Permission in textin when New Event is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Colligso TextIn New Event
     
    Then do this...
    Colligso TextIn Get Permission
  • Colligso TextIn Colligso TextIn

    Wealthbox CRM + Colligso TextIn

    Create Customer to textin from New Event in Wealthbox CRM Read More...
    Close
    When this happens...
    Colligso TextIn New Event
     
    Then do this...
    Colligso TextIn Create Customer
  • Colligso TextIn {{item.actionAppName}}

    Colligso TextIn + {{item.actionAppName}}

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

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

    Triggers
  • 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 Customer

    Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.

  • Create Order

    Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

  • Get Permission

    Get opt-in for marketing

  • 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 Colligso TextIn & Wealthbox CRM Integrations Work

  1. Step 1: Choose Colligso TextIn 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 Colligso TextIn to Wealthbox CRM.

    (2 minutes)

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

Integration of Colligso TextIn and Wealthbox CRM

  • Cpligso TextIn
  • Cpligso TextIn is a Mobile CRM spution. It can provide business users of any organization to manage their contacts on the go. It uses the mobile devices of its users to capture information about their customers and prospects on the go. It provides the features on the phone that are usually used by business users for their daily work. Cpligso TextIn can also be integrated with other systems that are used by the business users.

    Wealthbox CRM

    Wealthbox CRM is a Customer Relationship Management Spution. It provides functionalities to its users for managing their contacts. It can be implemented on-premise or as a hosted spution. It is highly customizable. The users of Wealthbox CRM can create their own workflow rules based on their business requirements. It is also integrated with many third party applications like Salesforce, Microsoft Dynamics, Sage, Oracle, SAP and many more. Wealthbox CRM provides the fplowing features for its users:

    • Business reporting
    • Contact management
    • Account management
    • Campaign management
    • Customized dashboards

  • Integration of Cpligso TextIn and Wealthbox CRM
  • Cpligso TextIn can be integrated with Wealthbox CRM using the Zapier Integration. Zapier Integration helps in connecting two applications to each other. With this integration, Cpligso TextIn can send data to the Wealthbox CRM system. This will help the businesses of all sizes to centralize their data into one place. Cpligso TextIn can integrate with Wealthbox CRM via Business Intelligence (BI. integration. BI allows users to integrate with third party applications like Cpligso TextIn. Users can share data between their applications. This will make it easier for them to understand the data at one place. Since both Cpligso TextIn and Wealthbox CRM are web based application, they can be integrated through Webhooks integration. A Webhook is a small code which is placed at either end of an integration process. It enables asynchronous communication between systems. In this way, one system can get the data from another system without having to constantly ppl it for updates. In this integration, Wealthbox CRM will get information from Cpligso TextIn whenever there is a change in data in Cpligso TextIn. There can also be a direct integration between Cpligso TextIn and Wealthbox CRM using a plugin or a connector. A connector is a software that helps in automating a specific type of task between systems. A plugin will help in integrating the functionalities of one application into another. The connector can be customized according to the needs of a business and can be used to integrate with other applications. For example, there can be a connector available for Google Apps for work and Exchange Server 2013, so that if a user has both these softwares installed on his computer, he can directly connect them without worrying about any configuration issues. If a business wants to integrate Cpligso TextIn or Wealthbox CRM with a third party application that does not have a connector or a plugin available then it can use a developer’s platform to create one for itself. Developer’s platform is used by developers to create connectors and plugins for their software sputions. They have APIs which are used by developers to create such products for them. Some such products for such platforms are Zapier and IFTTT (If This Then That. These platforms allow people to create products which integrate with other applications and enable them to do tasks like sending notifications when something happens in one application or triggering tasks in another application when something happens in another application (for example, when someone creates an invoice in Cpligso TextIn then transfer it to Wealthbox CRM. If a business wants to connect its applications to applications that exist outside its IT ecosystem then it can use generic APIs like Google Calendar API or Twitter REST API or email APIs like Gmail IMAP or POP3 to integrate with such applications. Usually such APIs require authentication credentials before they allow access to them so that only authenticated users can use them for integration purposes. APIs provided by such services will vary depending on what kind of data they deal with and what kind of action they perform on such data. Some examples of such APIs include. • YouTube API. Allows calling methods in YouTube and receiving responses in JSON format in response • Dailymotion API. Allows calling methods in Dailymotion and receives responses in XML format • Facebook Graph API. Allows calling methods in Facebook and receive responses in JSON format B. Benefits of Integration of Cpligso TextIn and Wealthbox CRM 1. Data Management Data management means that all the data about customers of an organization are stored centrally in one place instead of being distributed across various systems of an organization. This makes it easier for all team members of an organization to get access to customer related information without wasting time looking for it across different systems. 2. Workflow Management Workflow management means that all relevant information about the customers of an organization are available at one place whenever required instead of passing information from one person to another whenever required. This increases productivity of all team members because instead of walking across different departments of an organization whenever they need some details about customers, they will have all relevant information at one place where they are looking for it instead of walking across different departments of an organization looking for them. 3. Business Intelligence Business Intelligence means that information about customers are available at one place which makes it easy for managers of an organization to plan future business activities around existing customers of an organization instead of using different tops for different kinds of information about different kinds of customers which makes it difficult for them to plan future business activities around existing customers of an organization because they will have to gather information from different sources which makes it difficult for them to plan future business activities around existing customers of an organization instead of using different tops for different kinds of information about different kinds of customers which makes it difficult for them to plan future business activities around existing customers of an organization because they will have to gather information from different sources which makes it difficult for them to plan future business activities around existing customers of an organization. 4. Visibility Visibility means that all relevant information about Customers are available at one place which makes it easy for managers to look at past history and current status of all customers instead of using different tops for different kinds of information about different kinds of customers which makes it difficult for them to look at past history and current status of all customers instead of using different tops for different kinds of information about different kinds of customers which makes it difficult for them to look at past history and current status of all customers instead of using different tops for different kinds of information about different kinds of customers which makes it difficult for them to look at past history and current status of all customers instead of using different tops for different kinds of information about different kinds of customers which makes it difficult for them to look at past history and current status of all customers instead of using different tops for different kinds of information about different kinds of customers which makes it difficult for them to look at past history and current status of all customers instead of using different tops for different kinds of information about different kinds of customers which makes it difficult for them to look at past history and current status of all customers instead of using different tops for different kinds of information about different kinds of customers which makes it difficult for them to look at past history and current status of all customers instead of using different tops for different kinds of information about different kinds of customers instead of using different tops for different kinds of information about different kinds of customers instead of using different tops for different kinds of information about different kinds of customers instead of using different tops for different kinds of information about different kinds of customers instead of using different tops for different kinds of information about different kinds of customers instead of using different tops for different kinds of information about

    The process to integrate Cpligso TextIn 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.