Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
ClickSend is a cloud-based service that allows you to send and receive SMS, Email, Voice, Fax, and Letters to and from anywhere in the globe.ClickSend SMS Integrations
Wealthbox CRM + ClickSend SMSCreate Contact List to ClickSend SMS from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + ClickSend SMSSend Voice in ClickSend SMS when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + ClickSend SMSSend Fax in ClickSend SMS when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + ClickSend SMSSend MMS in ClickSend SMS when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + ClickSend SMSSend SMS in ClickSend SMS when New Contact is created in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + ClickSend SMS 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.
Triggers when a new incoming sms is received.
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.
Creates a new contact in a list.
Creates a new contact list.
Delete specific contact from list based on the contact ID.
Delete a specific contact list.
Sends a new fax.
Send a new MMS.
Sends an A4 PDF document via the post. The PDF is printed, folded, inserted into an envelope and posted to any address globally.
Sends a postcard via the post. The PDF is printed and delivered to any address globally.
Sends a new SMS.
Sends a new SMS to a list of contacts.
Send a Voice Text-to-speech message to a mobile phone or landline.
The integration of Wealthbox CRM and ClickSend SMS will enable business owners to run their businesses efficiently by making the workflow between them smoother.
Wealthbox CRM is a software which is used in managing a business. It allows the business owner to manage contacts, fplow up with clients, send mails and messages, create tasks and appointments and do financial analysis of the company.
ClickSend SMS is a software that allows users to send mass text messages to their clients using their mobile numbers. This can be done through the use of a database or by typing in the numbers one by one. In addition, it consists of an online website and a desktop application.
Since both of these are useful to business owners, they can greatly benefit from integrating them. When they are integrated, they will allow the business owner to do all his or her tasks easier and more efficiently. This is because both have features that help them work together such as the ability of Wealthbox CRM to send messages to ClickSend users and vice versa. With the integration, it will be easier for the business owner to manage his or her schedule because he or she will not need to use two different applications to do so. The business owner can now schedule appointments in Wealthbox CRM and send messages to clients through ClickSend SMS.
By integrating Wealthbox CRM and ClickSend SMS, the business owner can benefit from fplowing things:
The process to integrate Wealthbox CRM and ClickSend SMS 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.