Wealthbox CRM + Apptivo Integrations
Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Apptivo
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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 IntegrationsBest ways to Integrate Wealthbox CRM + Apptivo
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Wealthbox CRM + Apptivo
Add Employee in apptivo when New Contact is created in Wealthbox CRM Read More...When this happens...
New Contact
Then do this...
Add Employee
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When this happens...
New Contact
Then do this...
Create Lead
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Wealthbox CRM + Apptivo
Create Opportunity to apptivo from New Contact in Wealthbox CRM Read More...When this happens...
New Contact
Then do this...
Create Opportunity
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When this happens...
New Contact
Then do this...
Create Case
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Wealthbox CRM + Apptivo
Create Contact to apptivo from New Contact in Wealthbox CRM Read More...When this happens...
New Contact
Then do this...
Create Contact
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Wealthbox CRM + Apptivo without coding knowledge. Start creating your own business flow.
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New Comment
Triggers when a new comment is created.
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New Contact
Triggers when a new contact is created.
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New Event
Triggers when a new event is created.
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New Note
Triggers when a new note is created.
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New Opportunity
Triggers when a new opportunity is created.
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New Project
Triggers when a new project is created.
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New Workflow
Triggers when a new workflow is created.
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New Case
Trigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Update Contact
Trigger when any contact update.
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Add Member to Household
Adds a new family member to a household.
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Create Contact
Creates a new contact.
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Create Event
Creates a new event.
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Create Household
Create a new household
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Create Note
Creates a new note.
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Create Opportunity
Creates a new opportunity.
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Create Project
Creates a new project.
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Create Task
Creates a new task.
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Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
How Wealthbox CRM & Apptivo Integrations Work
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Step 1: Choose Wealthbox CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Apptivo as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Wealthbox CRM to Apptivo.
(2 minutes)
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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.
