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Integrate Wealthbox CRM with Chatter

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

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About Wealthbox CRM

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 Integrations

Best ways to Integrate Wealthbox CRM + Chatter

  • Wealthbox CRM Integration Chatter Integration

    Wealthbox CRM + Chatter

    New Post in Feed Action in Chatter when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • Wealthbox CRM Integration Chatter Integration

    Wealthbox CRM + Chatter

    New Post in Feed Action in Chatter when New Event is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Event
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • Wealthbox CRM Integration Chatter Integration

    Wealthbox CRM + Chatter

    New Post in Feed Action in Chatter when New Project is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Project
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • Wealthbox CRM Integration Chatter Integration

    Wealthbox CRM + Chatter

    New Post in Feed Action in Chatter when New Note is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Note
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • Wealthbox CRM Integration Chatter Integration

    Wealthbox CRM + Chatter

    New Post in Feed Action in Chatter when New Opportunity is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Opportunity
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • Wealthbox CRM Integration {{item.actionAppName}} Integration

    Wealthbox CRM + {{item.actionAppName}}

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

It's easy to connect Wealthbox CRM + Chatter 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.

  • New Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic 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.

  • New Post in Feed Action

    Create a new post in your Chatter feed.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Wealthbox CRM & Chatter 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 Chatter 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 Chatter.

    (2 minutes)

  6. 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.