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Wealthbox CRM + Apptivo Integrations

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

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

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

About Apptivo

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.

Apptivo Integrations

Best ways to Integrate Wealthbox CRM + Apptivo

  • Wealthbox CRM Apptivo

    Wealthbox CRM + Apptivo

    Add Employee in apptivo when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Apptivo Add Employee
  • Wealthbox CRM Apptivo

    Wealthbox CRM + Apptivo

    Create Lead to apptivo from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Apptivo Create Lead
  • Wealthbox CRM Apptivo

    Wealthbox CRM + Apptivo

    Create Opportunity to apptivo from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Apptivo Create Opportunity
  • Wealthbox CRM Apptivo

    Wealthbox CRM + Apptivo

    Create Case to apptivo from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Apptivo Create Case
  • Wealthbox CRM Apptivo

    Wealthbox CRM + Apptivo

    Create Contact to apptivo from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Apptivo 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 + Apptivo in easier way

It's easy to connect Wealthbox CRM + Apptivo 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.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    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.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Wealthbox CRM & Apptivo 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 Apptivo 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 Apptivo.

    (2 minutes)

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

Integration of Wealthbox CRM and Apptivo

Wealthbox CRM

Wealthbox CRM is a small-business management software. It helps you to manage sales, marketing, support, and logistics tasks of your small business. It is developed by Wealthbox Inc. (a privately held company. in California. It was released on October 9, 2013. There are many features of Wealthbox CRM including:

Analyze customer data with charts and graphs

Perform search for customers

Manage social media accounts through the application

Create customer loyalty programs

Create events for customers

Keep track of customers' buying history

Monitor time spent on customers' accounts

Apptivo

Apptivo is an online customer relationship management (CRM. application. It helps you to work more effectively on customers' relationships. You can build strong customer relationships with Apptivo's feature like:

Fully integrated email system that has features like email templates, tracking, and forwarding

Communicate with your customers on their preferred channel - phone, social media, email etc.

Search for customers using advanced search filters

Simplify cplaboration by integrating with other software that you use in your organization

Automate repetitive tasks using rules and automation tops

Analyze customer profiles for better targeting and segmentation of your contact lists

Schedule a fplow-up call based on a contact's response history or set up a reminder to send an email from your phone.

Let's have a look at the features of Apptivo:

Integration of Wealthbox CRM and Apptivo

The integration of the two platforms makes it easy to maintain all the information about your clients in one place. Thus, it makes it easy to move from one task to another without losing your data or having to reenter it. You can start a new task in one platform and finish it in the other, all the while keeping a consistent view of each client. For example, you can design a campaign in Wealthbox and schedule it to be sent from Apptivo, or run reports in Apptivo and export them to Wealthbox for further analysis. In addition, the integration of the two applications increases the productivity of your business, because you can add a client in either application and add their details to the other application to be able to work on both simultaneously. The integration of Wealthbox CRM and Apptivo allows you to:

The process to integrate Wealthbox CRM and Apptivo 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.