Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
BulkGate is a messaging platform that lets you engage with your consumers by SMS and other methods from anywhere in the world.BulkGate Integrations
Wealthbox CRM + BulkGateSend Transactional SMS in BulkGate when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + BulkGateSend Promotional SMS in BulkGate when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + BulkGateSend Transactional SMS in BulkGate when New Event is created in Wealthbox CRM Read More...
Wealthbox CRM + BulkGateSend Promotional SMS in BulkGate when New Event is created in Wealthbox CRM Read More...
Wealthbox CRM + BulkGateSend Transactional SMS in BulkGate when New Project is created in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + BulkGate 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.
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.
Sends Promotional SMS to a set of specified phone numbers.
Sends transactional SMS to specified phone number. It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.
Wealthbox CRM is a cloud-based customer relationship management software that offers a comprehensive set of tops to manage contacts, leads and opportunities, as well as analytics to gain insights into your business. The product is hosted in the cloud and can be accessed via desktop, web browser or mobile app. It comes with features such as contact management, lead scoring, pipeline tracking, deal milestones, email marketing, business automation, CRM data export to Excel and Google Sheets, CRM workflow automation, CRM data import from Salesforce, Zapier integrations, billing automation, G Suite integration, document storage and cplaboration, among others.
BulkGate is an integrated bulk email marketing top that allows you to send customized emails to all your contacts in just a few clicks. BulkEmailer enables you to run your email marketing campaigns faster and easier than ever before by automating your email marketing processes. It comes with features such as email design templates, email designer, automated email sequences, list segmentation, built-in analytics, A/B testing capabilities, form builder, text editing topbar and drag-and-drop features among others.
Wealthbox CRM is integration-enabled with over 1,000 apps including Salesforce, MailChimp, Google Drive etc. You can also get access to other integrations through Zapier which provides over 500 apps for integration.
BulkGate integrates with Google Drive and Google Sheets for easy file upload. It has an open API which provides access to third-party applications via the REST interface.
Integrating Wealthbox CRM and BulkGate can help in making your email marketing campaigns run smoother than ever before. It will help you save time by automating your email marketing workflows while giving you better insight into your customers’ behavior. You can easily integrate the two products using Zapier to create customized marketing campaigns that are tailored to your business needs.
The process to integrate Wealthbox CRM and BulkGate 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.