Wealthbox CRM + Data247.com Integrations
Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Data247.com
- No code
- No Credit Card
- Lightning Fast Setup
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
About Data247.com
Data247 is a simple, and secure on-demand data platform that provides businesses with a wide-range of data lookup services.
Data247.com IntegrationsBest ways to Integrate Wealthbox CRM + Data247.com
-
Wealthbox CRM + MailChimp
Add new subscriber on Mailchimp list for new Wealthbox CRM Read More...When this happens...
New Contact
Then do this...
Add/Update Subscriber
Rather than manually importing your Wealthbox contacts into a Mailchimp subscriber list, let Appy Pie Connect handle it for you. This Wealthbox CRM-Mailchimp integration will automatically add any new contacts in your Wealthbox CRM account to your Mailchimp subscriber list as they are created after you've set it all up.How This Wealthbox CRM – Mailchimp Integration Works- A new contact is created
- Appy Pie Connect automatically creates a new subscriber on a Mailchimp list.
What You Need- Wealthbox CRM account
- Mailchimp account
-
When this happens...
New Task
Then do this...
Create Note
Allow Appy Pie Connect to create reminders from Wealthbox CRM into your Evernote instead of having to manage them across several systems. Once set up, any new tasks made in Wealthbox CRM will be instantly added to Evernote as reminders, ensuring that you never lose sight of your tasks.How This Wealthbox CRM – Evernote Integration Works- A new task is created
- Appy Pie Connect create reminder on Evernote.
What You Need- Wealthbox CRM account
- Evernote account
-
When this happens...
New Contact
Then do this...
Create Draft
-
Wealthbox CRM + Gmail
Send Email in Gmail when New Contact is created in Wealthbox CRM Read More...When this happens...
New Contact
Then do this...
Send Email
-
When this happens...
New Contact
Then do this...
Create Label
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Wealthbox CRM + Data247.com without coding knowledge. Start creating your own business flow.
-
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.
-
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.
Compliance Certifications and Memberships
Highly rated by thousands of customers all over the world
We’ve been featured on
How Wealthbox CRM & Data247.com Integrations Work
-
Step 1: Choose Wealthbox CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Data247.com as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Wealthbox CRM to Data247.com.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Wealthbox CRM and Data247.com
Wealthbox CRM is a cloud-based customer relationship management software that offers features of marketing, sales, service, support, reporting, project management, time tracking, appointment scheduling, and contact management. It is designed to help businesses increase their revenue by providing exceptional customer experience. It can be handled by end-users without any prior training.
Data247.com is an enterprise data platform that helps users to analyze data from different business systems including ERP, CRM, accounting, eCommerce, marketing automation, and more. Data247.com gives users the ability to access all different types of data from one single location. It has an API Topkit that enables users to deliver relevant data insights through various digital channels.
Integration of Wealthbox CRM and Data247.com
Wealthbox CRM can be integrated with Data247.com for sending data about the interests of customers to Data247.com. This integration enables Data247.com to learn about each customer’s interests so that it can send more relevant emails to customers who have the highest chances of clicking on them. The more relevant emails are sent to customers, the higher the chances of increasing conversion rates of email campaigns.
Benefits of Integration of Wealthbox CRM and Data247.com
Integration of Wealthbox CRM and Data247.com leads to an increase in conversion rates of email campaigns because customers will receive more relevant emails that they like. It also leads to an increase in revenue because more customers will buy products or services that they really like after clicking on the relevant email. Therefore, the company will make more money with less marketing expenses.
Wealthbox CRM and Data247.com can be integrated together to increase the chances of customers buying products or services after clicking on relevant email campaigns. This integration leads to an increase in conversion rates of email campaigns and revenue of the company because there is no need to send irrelevant emails anymore.
The process to integrate Wealthbox CRM and Data247.com 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.
