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