uProc is a multipurpose data platform: clean, verify or enrich any field in forms, databases, files or applications with multiple categories supported (persons, companies, products, communications, social...).
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Wealthbox CRM + MailChimpAdd new subscriber on Mailchimp list for new Wealthbox CRM Read More...
It's easy to connect uProc + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Select a tool to perform verification or enrichment
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
uProcess is an automation spution for the SAP Business Suite, which was created by SAP and its partner, Ubit Sputions. It helps users to reduce the time and effort required to perform routine tasks like:
The creation of new business processes and the modification or deletion of existing business processes;
The assignment of rpes and responsibilities; and
The handling of exceptions.
It also provides support for importing and exporting process models.
Wealthbox CRM is a goal-oriented CRM that provides businesses with a one-stop shop for all their customer needs. It helps them in acquiring new customers, nurturing existing relationships and turning customers into advocates. It has a clear focus on ensuring that the firm’s sales team is equipped with all the necessary information to cater to their customers’ needs in a timely manner.
In 2014, when SAP launched uProcess, it was integrated with another business process development top from SAP called Accelerated Process Development (APD. In 2015, when Wealthbox CRM was launched, it was integrated with uProcess as well. The integration between the two sputions enables users to develop highly customized business processes using the appropriate tops for each phase of the development cycle. For instance, users can use uProcess for creating a basic process model and then use Wealthbox CRM to add workflow logic to it. This approach helps them avoid developing a process model from scratch.
Integrating uProcess and Wealthbox CRM together does not only help reduce the time it takes to develop a business process, but also helps automate the execution of the process. In other words, when a process is executed through uProcess, it can be tracked through Wealthbox CRM as well. The integration enables users to easily identify opportunities for automation based on user feedback. Users can also share process models across different departments without requiring additional software licenses.
The process to integrate uProc 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.