Integrate Wealthbox CRM with ClickSend SMS

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

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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 ClickSend SMS

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
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Best Wealthbox CRM and ClickSend SMS Integrations

  • Wealthbox CRM Integration ClickSend SMS Integration

    Wealthbox CRM + ClickSend SMS

    Create Contact List to ClickSend SMS from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    ClickSend SMS Integration Create Contact List
  • Wealthbox CRM Integration ClickSend SMS Integration

    Wealthbox CRM + ClickSend SMS

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

    Wealthbox CRM + ClickSend SMS

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

    Wealthbox CRM + ClickSend SMS

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

    Wealthbox CRM + ClickSend SMS

    Send SMS in ClickSend SMS when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    ClickSend SMS Integration Send SMS
  • 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 + ClickSend SMS in easier way

It's easy to connect Wealthbox CRM + ClickSend SMS 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 Incoming SMS

    Triggers when a new incoming sms is received.

    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.

  • Create Contact

    Creates a new contact in a list.

  • Create Contact List

    Creates a new contact list.

  • Delete Contact

    Delete specific contact from list based on the contact ID.

  • Delete Contact List

    Delete a specific contact list.

  • Send Fax

    Sends a new fax.

  • Send MMS

    Send a new MMS.

  • Send Post Letter

    Sends an A4 PDF document via the post. The PDF is printed, folded, inserted into an envelope and posted to any address globally.

  • Send Postcard

    Sends a postcard via the post. The PDF is printed and delivered to any address globally.

  • Send SMS

    Sends a new SMS.

  • Send SMS to Contact List

    Sends a new SMS to a list of contacts.

  • Send Voice

    Send a Voice Text-to-speech message to a mobile phone or landline.

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

How Wealthbox CRM & ClickSend SMS 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 ClickSend SMS 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 ClickSend SMS.

    (2 minutes)

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

Integration of Wealthbox CRM and ClickSend SMS

The integration of Wealthbox CRM and ClickSend SMS will enable business owners to run their businesses efficiently by making the workflow between them smoother.

Introduction

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.

Integration of Wealthbox CRM and ClickSend SMS

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.

Benefits of Integration of Wealthbox CRM and ClickSend SMS

By integrating Wealthbox CRM and ClickSend SMS, the business owner can benefit from fplowing things:

  • Save time. The business owner does not need to go through the trouble of doing things twice because both applications can perform the same function. For example, if he or she schedules an appointment in Wealthbox CRM and sends a message to the client through ClickSend SMS, he or she does not need to do it again in order to make sure that the client received the message or know when the appointment will start.
  • Create a better experience for clients. The integration of Wealthbox CRM and ClickSend SMS makes it easier to communicate with clients because messages can be sent to both new and existing clients with one click of a button. This also makes it easier for clients because they will not have to go through several steps just to communicate with their business owners. It improves the interaction between them and creates a better experience for both parties.

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.