Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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
Wealthbox CRM + ApptivoAdd Employee in apptivo when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + ApptivoCreate Opportunity to apptivo from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + ApptivoCreate Contact to apptivo from New Contact in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + Apptivo 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.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
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.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
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 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:
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.