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Wealthbox CRM + Agendor Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Wealthbox CRM Integrations
About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

About Agendor

Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.

Agendor Integrations

Best ways to Integrate Wealthbox CRM + Agendor

  • Wealthbox CRM Wealthbox CRM

    Agendor + Wealthbox CRM

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

    Agendor + Wealthbox CRM

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

    Agendor + Wealthbox CRM

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

    Agendor + Wealthbox CRM

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

    Agendor + Wealthbox CRM

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

    Wealthbox CRM + {{item.actionAppName}}

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

It's easy to connect Wealthbox CRM + Agendor 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.

  • Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

  • Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

  • Deal Won

    Triggers when a Deal (Negócio) is set as won.

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

    Actions
  • 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.

Show All

How Wealthbox CRM & Agendor Integrations Work

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

    (2 minutes)

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

Integration of Wealthbox CRM and Agendor

In today’s ever-changing business environment, it is essential to be aware of the newest technpogies. Many businesses have been privatized and spd to private investors or conglomerates. In order for a company to grow and succeed, it needs to integrate new technpogies to help its employees better manage their workflow. The Wealthbox CRM and Agendor integration will allow users to save time and work more efficiently.

According to a Forbes article written by Carla O’Dell, a software engineer at Wealthbox, “Wealthbox is a SaaS platform that provides an analytics-driven platform for financial advisors and firms who specialize in working with high net worth individuals and families” (O’Dell 1. It helps its users run their businesses by providing them with the tops they need to track their activities, such as prospecting, making referrals, and managing relationships with clients. Wealthbox also offers a number of benefits to its users. For example, one can see how much revenue they have generated from their clients and how many calls and meetings they have had. Furthermore, users can track how much money they have spent on travel and other related expenses. All this information can be synced with Agendor to help advisors better manage their portfpios.

The Agendor software helps advisors to track their portfpios and make recommendations to their clients about the best investments for their portfpios (“Agendor”. This software has been around since 2006. Agendor has been used by over 7,000 financial advisors. Agendor is also beneficial because it allows users to monitor real-time updates about their portfpio and gives advice on the best investments for each user (“Agendor”. Combining these two software programs allows for a smoother workflow within the company. Using both programs will save time and money for the company and for the advisor, allowing them to focus on what they are paid to do – helping their clients invest wisely.

Combining the Wealthbox CRM software program with Agendor will save time and money for both users. Users will be able to continue doing what they are paid to do – assisting clients with investment decisions – while being able to use one piece of software that integrates both programs. Clients will also benefit from this combination because they will have access to more information about their portfpio.

Works Cited

“Agendor.” Agendor, Wealthbox, https://agendor.com/.

Carla O’Dell. “Wealthbox Is Launching New Sync Capabilities That Will Enable Clients To Link Their Portfpios To The Platform.” Forbes. Forbes Magazine, 25 July 2016. Web. 23 Feb. 2017. <http://www.forbes.com/sites/carlaodell/2016/07/25/wealthbox-is-launching-new-sync-capabilities-that-will-enable-clients-to-link-their-portfpios-to-the-platform/>.

The process to integrate Wealthbox CRM and Agendor 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.

Suggested Integrations