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uProc + Wealthbox CRM Integrations

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

About uProc

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...).

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 uProc + Wealthbox CRM

  • uProc Pipedrive

    uProc + Pipedrive

    Add persons in Pipedrive from new uProc people list entries Read More...
    Close
    When this happens...
    uProc New Profile Added to List
     
    Then do this...
    Pipedrive Create Person
    Don't waste time entering data manually. Use this Appy Pie Connect integration and automatically creates people in your Pipedrive account from new profiles submitted to uProc. The integration allows leads submitted to uProc are sent directly to Pipedrive as leads.
    How This uProc – Pipedrive Integration Works
    • A new profile is added to the selected UProc's list
    • Appy Pie Connect creates a new person on Pipedrive.
    What You Need
    • uProc account
    • Pipedrive account
  • uProc MailChimp

    Wealthbox CRM + MailChimp

    Add new subscriber on Mailchimp list for new Wealthbox CRM Read More...
    Close
    When this happens...
    uProc New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Rather than manually importing your Wealthbox contacts into a Mailchimp subscriber list, let Appy Pie Connect handle it for you. This Wealthbox CRM-Mailchimp integration will automatically add any new contacts in your Wealthbox CRM account to your Mailchimp subscriber list as they are created after you've set it all up.
    How This Wealthbox CRM – Mailchimp Integration Works
    • A new contact is created
    • Appy Pie Connect automatically creates a new subscriber on a Mailchimp list.
    What You Need
    • Wealthbox CRM account
    • Mailchimp account
  • uProc Evernote

    Wealthbox CRM + Evernote

    Create Evernote reminders for new Wealthbox CRM tasks Read More...
    Close
    When this happens...
    uProc New Task
     
    Then do this...
    Evernote Create Note
    Allow Appy Pie Connect to create reminders from Wealthbox CRM into your Evernote instead of having to manage them across several systems. Once set up, any new tasks made in Wealthbox CRM will be instantly added to Evernote as reminders, ensuring that you never lose sight of your tasks.
    How This Wealthbox CRM – Evernote Integration Works
    • A new task is created
    • Appy Pie Connect create reminder on Evernote.
    What You Need
    • Wealthbox CRM account
    • Evernote account
  • uProc {{item.actionAppName}}

    uProc + {{item.actionAppName}}

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

It's easy to connect uProc + 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
  • Select Tool

    Select a tool to perform verification or enrichment

  • 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 uProc & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of uProc and Wealthbox CRM

uProc

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

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.

Integration of uProc and Wealthbox CRM

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.

Benefits of Integration of uProc and Wealthbox CRM

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.