?>

Wealthbox CRM + BulkGate Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Wealthbox CRM

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

About BulkGate

BulkGate is a messaging platform that allows you to communicate with your customers anywhere in the world via SMS and other channels.

BulkGate Integrations

Best ways to Integrate Wealthbox CRM + BulkGate

  • Wealthbox CRM BulkGate

    Wealthbox CRM + BulkGate

    Send Transactional SMS in BulkGate when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    BulkGate Send Transactional SMS
  • Wealthbox CRM BulkGate

    Wealthbox CRM + BulkGate

    Send Promotional SMS in BulkGate when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    BulkGate Send Promotional SMS
  • Wealthbox CRM BulkGate

    Wealthbox CRM + BulkGate

    Send Transactional SMS in BulkGate when New Event is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Event
     
    Then do this...
    BulkGate Send Transactional SMS
  • Wealthbox CRM BulkGate

    Wealthbox CRM + BulkGate

    Send Promotional SMS in BulkGate when New Event is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Event
     
    Then do this...
    BulkGate Send Promotional SMS
  • Wealthbox CRM BulkGate

    Wealthbox CRM + BulkGate

    Send Transactional SMS in BulkGate when New Project is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Project
     
    Then do this...
    BulkGate Send Transactional SMS
  • Wealthbox CRM {{item.actionAppName}}

    Wealthbox CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Wealthbox CRM + BulkGate in easier way

It's easy to connect Wealthbox CRM + BulkGate 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.

    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.

  • Send Promotional SMS

    Sends Promotional SMS to a set of specified phone numbers.

  • Send Transactional SMS

    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.

How Wealthbox CRM & BulkGate 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 BulkGate 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 BulkGate.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Wealthbox CRM and BulkGate

Wealthbox CRM

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.

Integration of Wealthbox CRM and BulkGate

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.