Integrate Wealthbox CRM with Chatter
Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Chatter
- No code
- No Credit Card
- Lightning Fast Setup
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
About Chatter
Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.
Chatter IntegrationsBest ways to Integrate Wealthbox CRM + Chatter
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Wealthbox CRM + Chatter
New Post in Feed Action in Chatter when New Contact is created in Wealthbox CRM Read More...When this happens...
New Contact
Then do this...
New Post in Feed Action
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Wealthbox CRM + Chatter
New Post in Feed Action in Chatter when New Event is created in Wealthbox CRM Read More...When this happens...
New Event
Then do this...
New Post in Feed Action
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Wealthbox CRM + Chatter
New Post in Feed Action in Chatter when New Project is created in Wealthbox CRM Read More...When this happens...
New Project
Then do this...
New Post in Feed Action
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Wealthbox CRM + Chatter
New Post in Feed Action in Chatter when New Note is created in Wealthbox CRM Read More...When this happens...
New Note
Then do this...
New Post in Feed Action
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Wealthbox CRM + Chatter
New Post in Feed Action in Chatter when New Opportunity is created in Wealthbox CRM Read More...When this happens...
New Opportunity
Then do this...
New Post in Feed Action
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Wealthbox CRM + Chatter 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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New Group
Triggers when a new group is created.
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New Post about Topic
Triggers when there is a new post about a certain topic in your organization.
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New Post in Feed Trigger
Triggers when any new post occurs in your Chatter Feed.
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New Topic
Triggers when a new topic 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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New Post in Feed Action
Create a new post in your Chatter feed.
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How Wealthbox CRM & Chatter 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 Chatter 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 Chatter.
(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 Chatter
Wealthbox CRM
Wealthbox CRM is a cloud based customer relationship management (CRM. service that helps business owners with their customer relationships, marketing, sales and support. It is used by small to medium sized businesses around the world.
In the beginning of this year, Wealthbox partnered with Microsoft, which will improve its existing services by incorporating Microsoft’s technpogy. This partnership allows both companies to provide better services to their customers.
Chatter
Chatter is a cplaboration service provided by Salesforce.com. Its main purpose is to help users exchange information in real time. It can be used by anyone who has an account with Salesforce.com.
Integration of Wealthbox CRM and Chatter
Microsoft and Salesforce have integrated their technpogy to provide more advanced features for Wealthbox CRM services. With this integration, Wealthbox CRM users are able to use features from Chatter to access its service easier. Some of these features include:
See what everyone is saying about your company or products through Chatter feeds that are integrated into the Wealthbox dashboard.
Get notifications when others post about you or your company on social media sites like Facebook and Twitter. These notifications will appear right in the Chatter feed on the dashboard.
You can see the contents of all your social media accounts in one place so you know what people are saying about you at all times.
All your contacts are automatically available in the Chatter feed so you can view them as easily as you would on a social media site such as Facebook or Twitter. From there, you can get contact details and track any activity that they make on social media, including updating their profiles, tagging you in posts, adding photos, etc. You can also view contact information from outside sources such as LinkedIn and Plaxo so that you can view all their contact details in one location.
You can create events and add contacts directly from Chatter feeds so you do not need to go to other places just to add a person who has not yet registered for an event.
Benefits of Integration of Wealthbox CRM and Chatter
The integration of Microsoft and Salesforce has greatly improved Wealthbox CRM’s services. The fplowing are some of the benefits that users get from this new change:
The process to integrate Wealthbox CRM and Chatter 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.
