Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.Customerly Integrations
Wealthbox CRM + CustomerlyCreate or Update Lead to Customerly from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + CustomerlyCreate or Update User to Customerly from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + CustomerlyAdd User Tag in Customerly when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + CustomerlyCreate or Update Lead to Customerly from New Event in Wealthbox CRM Read More...
Wealthbox CRM + CustomerlyCreate or Update User to Customerly from New Event in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + Customerly 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 lead is created.
Triggers when a new user is created.
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.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Wealthbox CRM is a cloud-based customer relationship management software that helps businesses manage their customers at a personal level. The software has been designed to facilitate sales and marketing of the business by automating various tasks such as lead management, lead generation, lead nurturing, and sales forecasting. The software comprises of three modules namely engagement, lead management, and marketing. It is used by small and medium sized businesses to improve their customer relationships and generate leads.
Customerly is an online customer relationship management system that enables users to track and manage their contacts. The software allows you to keep track of sales leads generated by calls, emails, and web forms. It also facilitates the creation of a CRM database with details of your existing customers and prospects. With the integration of the two software systems Wealthbox CRM and Customerly, you can easily integrate data from several sources, including the contact database in the Salesforce account. The integration of the two software systems allows you to work on your behalf irrespective of how many systems are being used. It simplifies the process for you, making it easy for you to create a complete picture of your contacts.
The integration of the two software systems Wealthbox CRM and Customerly enables you to create a single record of each contact with multiple channels. The integration allows you to bring together all the data across different channels into one place. You can see all your contacts in one place, making it easy for you to make the most relevant contact at any given time. The integration also allows you to get all your contacts stored in one place while allowing you to access them whenever you want.
The integration of Wealthbox CRM system with Customerly enables you to:
Bring all your contacts into one place
Send offers and other communications across channels in real time
Neutralize customers who were previously but no longer interested in your products or services
Save time by not having to log into multiple systems to retrieve information about your contacts during meetings with customers, prospects, or leads
Analyze all your contacts within a single platform and get more insights about your target audience
The process to integrate Wealthbox CRM and Customerly 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.