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Wealthbox CRM + ClickSend SMS Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 app for your business that lets you send bulk SMS, email, fax, & letters worldwide.

ClickSend SMS Integrations
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Best ways to Integrate Wealthbox CRM + ClickSend SMS

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

    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 New Contact
     
    Then do this...
    ClickSend SMS Send Voice
  • Wealthbox CRM ClickSend SMS

    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 New Contact
     
    Then do this...
    ClickSend SMS Send Fax
  • Wealthbox CRM ClickSend SMS

    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 New Contact
     
    Then do this...
    ClickSend SMS Send MMS
  • Wealthbox CRM ClickSend SMS

    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 New Contact
     
    Then do this...
    ClickSend SMS Send SMS
  • Wealthbox CRM {{item.actionAppName}}

    Wealthbox CRM + {{item.actionAppName}}

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    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{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.

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

Wealthbox CRM?

Wealthbox CRM is a platform that allows users to create a customer database. It has a lot of features, including the ability to view and edit contacts, manage relationships with customers, and also track emails and phone calls. It also offers integration with social media platforms such as Facebook, Twitter, LinkedIn, and Google+.

ClickSend SMS?

ClickSend SMS is a platform that allows users to send SMS from their computers. The platform has many features, including email-to-SMS integration, auto-responder capabilities, and keyword analysis.

Integration of Wealthbox CRM and ClickSend SMS

Wealthbox CRM has a robust client management system. However, it can be difficult for businesses to track communications on a day-to-day basis. This is where ClickSend SMS comes in handy. With Wealthbox CRM integrated with ClickSend SMS, users can quickly send an SMS to their customers with ease. It saves significant time and effort on the part of the business owners.

Benefits of Integration of Wealthbox CRM and ClickSend SMS

There are many benefits of integrating Wealthbox CRM and ClickSend SMS into your business. Some of these benefits include:

  • Increased productivity due to easier communication between the company and its customers.
  • Reduced time spent communicating with customers.
  • Tracking capabilities provided by ClickSend SMS help businesses save time by avoiding unnecessary phone calls, emails, or visits to their offices.
  • Improved client satisfaction with better communication.

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.