Wealthbox CRM + BulkGate Integrations
Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and BulkGate
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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 IntegrationsBest ways to Integrate Wealthbox CRM + BulkGate
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Wealthbox CRM + BulkGate
Send Transactional SMS in BulkGate when New Contact is created in Wealthbox CRM Read More...When this happens...
New Contact
Then do this...
Send Transactional SMS
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Wealthbox CRM + BulkGate
Send Promotional SMS in BulkGate when New Contact is created in Wealthbox CRM Read More...When this happens...
New Contact
Then do this...
Send Promotional SMS
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Wealthbox CRM + BulkGate
Send Transactional SMS in BulkGate when New Event is created in Wealthbox CRM Read More...When this happens...
New Event
Then do this...
Send Transactional SMS
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Wealthbox CRM + BulkGate
Send Promotional SMS in BulkGate when New Event is created in Wealthbox CRM Read More...When this happens...
New Event
Then do this...
Send Promotional SMS
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Wealthbox CRM + BulkGate
Send Transactional SMS in BulkGate when New Project is created in Wealthbox CRM Read More...When this happens...
New Project
Then do this...
Send Transactional SMS
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Wealthbox CRM + BulkGate 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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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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Send Promotional SMS
Sends Promotional SMS to a set of specified phone numbers.
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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
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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 BulkGate 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 BulkGate.
(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 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.
