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Tookan + Wealthbox CRM Integrations

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

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

Tookan is a delivery management software that assists companies in streamlining dispatch processes and improving communication between managers and delivery drivers.

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 Tookan + Wealthbox CRM

  • Tookan Wealthbox CRM

    Tookan + Wealthbox CRM

    Create Household to Wealthbox CRM from New Task in Tookan Read More...
    Close
    When this happens...
    Tookan New Task
     
    Then do this...
    Wealthbox CRM Create Household
  • Tookan Wealthbox CRM

    Tookan + Wealthbox CRM

    Create Project to Wealthbox CRM from New Task in Tookan Read More...
    Close
    When this happens...
    Tookan New Task
     
    Then do this...
    Wealthbox CRM Create Project
  • Tookan Wealthbox CRM

    Tookan + Wealthbox CRM

    Create Note to Wealthbox CRM from New Task in Tookan Read More...
    Close
    When this happens...
    Tookan New Task
     
    Then do this...
    Wealthbox CRM Create Note
  • Tookan Wealthbox CRM

    Tookan + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Task is created in Tookan Read More...
    Close
    When this happens...
    Tookan New Task
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Tookan Wealthbox CRM

    Tookan + Wealthbox CRM

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

    Tookan + {{item.actionAppName}}

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

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

    Triggers
  • New Task

    Trigger when new task 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 Agent

    Adds a new agent

  • Add Customer

    Create a new customer.

  • Create a Delivery Task

    Create a Delivery Task

  • Create a Pick and Delivery Task

    Create a Pick and Delivery Task.

  • Create a Pickup Task

    Creates a pick task.

  • Create an Appointment Task

    Create an Appointment Task

  • Create an FOS Workflow Task

    Create an FOS Workflow Task.

  • 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 Tookan & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of Tookan and Wealthbox CRM

Tookan is a CRM software that helps businesses to manage their customer relationship. It comes with many features that are helpful for the users. Some of the benefits are as fplows:

It has an email management feature that allows you to send emails to your customers directly from the CRM system.

You can also import contact details from other databases.

It also gives an option to access your customer’s email history and history of calls.

It helps you to make notes about the customers.

Wealthbox CRM helps you to manage your customer relationship efficiently. It has many features which are helpful for the users. Some of the benefits are as fplows:

It helps you to create campaigns, email newsletters, etc.

It has a search feature that helps you to find any information quickly.

You can store data at one place by integrating this CRM with other systems. You can integrate it with email marketing software, social media platforms, etc.

Now let us discuss how integration of Tookan and Wealthbox CRM will help businesses in managing their database. Integration builds a bridge between these two systems so that they work together. The integration will help businesses to manage their database more efficiently. Some of the benefits of integration are as fplows:

Users can import contacts from other databases into Tookan easily.

They can also export contacts from Tookan database to other mailing lists.

Users can set up autoresponders in Wealthbox CRM for emails sent through Tookan. This feature helps them to track all their sent emails and it also helps them to improve their email marketing strategy.

Tookan helps businesses to stay updated about their clients through its keeping note section. Users can make notes about the customer, his requirement, etc. So, integration will allow users to view their notes along with other data about the customer. They can edit notes if required and they will be updated right away.

Tookan helps businesses to manage their database easily because it has an integrated calendar. Users can schedule appointments and events with the customers easily through this calendar. Through integration, the calendar will automatically synchronize with the calendar in Wealthbox CRM so users can see all their appointments in one place. This makes it easy for them to track everything related to the customer easily.

The process to integrate Tookan 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.