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Integrate Wealthbox CRM with Apptivo

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

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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 robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best ways to Integrate Wealthbox CRM + Apptivo

  • Wealthbox CRM Integration Apptivo Integration

    Wealthbox CRM + Apptivo

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

    Wealthbox CRM + Apptivo

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

    Wealthbox CRM + Apptivo

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

    Wealthbox CRM + Apptivo

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

    Wealthbox CRM + Apptivo

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

    Wealthbox CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

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 marketing and sales platform that helps small businesses to grow. As the name suggests, Wealthbox CRM is designed for businesses of a particular size. It focuses on small businesses and gives them an edge over their competitors. It provides them with a number of powerful tops that can be used to generate leads, manage contacts, and nurture them until it is time for closing a sale.

Apptivo

Apptivo is a cloud-based software package that can be used by small and medium-sized businesses. It can also be used by large corporations but it was actually designed for smaller organizations. Apptivo aims to provide every business with a comprehensive suite of tops to help them run their business more efficiently. The software comes with a host of components that are designed to ease the pain points of running a business like CRM, project management, invoicing, billing, and even HR. The software supports all major currencies out there and is available in English, French, German, Spanish, Japanese, Korean, Portuguese, Russian, Simplified Chinese, and Traditional Chinese. They currently have over 500 customers in the United States.

Integration of Wealthbox CRM and Apptivo

The integration of Wealthbox CRM and Apptivo allows you to use the features of both applications without having to purchase separate licenses for each product. The application allows you to create or import prospects into your CRM from Apptivo with a single click. Likewise, you can do the same thing with your contacts – import them from Wealthbox CRM into Apptivo. If you want to transfer your leads from Apptivo into Wealthbox CRM, it’s just as easy. Just click on the + sign at the top right corner of the screen. From here, you will have the option to select which campaign in Apptivo you would like to pull data from. This will create a lead inside Wealthbox CRM. If you would like to add contact information from Wealthbox CRM into Apptivo, you can do this by clicking on the + sign at the top right corner of the screen again and then selecting “Import Lead from Apptivo” from the drop down menu. You can even do the same thing with your leads in Apptivo by clicking on “Import Contacts from Wealthbox CRM”. This action will automatically create new Contacts inside Apptivo. You can also create contact groups inside Wealthbox CRM or Apptivo and directly add members from one application to another using drag and drop. In addition to these features, you can also customize how each application populates your data fields so that each application always uses its own default value when adding data into a field that has not been customized.

Benefits of Integration of Wealthbox CRM and Apptivo

Integration between Wealthbox CRM and Apptivo gives you access to a wide array of powerful tops all under one roof. Not only does the integration provide you with an easier way to manage your contacts and leads but it also allows you to keep all your information together in one place so that you can easily refer back to it whenever necessary. By integrating these two applications, you also eliminate any redundant work because everything is processed in real time.

As you can see from this article, integration of Wealthbox CRM and Apptivo can grant you many benefits if you choose to integrate them into your business strategy. Not only does it save you money but it also gives you access to two powerful marketing tops that are aimed specifically at small businesses just like yours. Contact us today for more information about how we can help your business reach new heights through our products.

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.