Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
FuseDesk is your Help Desk and Messaging Platform for small business. Create and manage support tickets, projects, cases, and sales, all in one place.FuseDesk Integrations
Wealthbox CRM + FuseDeskCreate FuseDesk Case to fusedesk from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + FuseDeskCreate FuseDesk Case to fusedesk from New Event in Wealthbox CRM Read More...
Wealthbox CRM + FuseDeskCreate FuseDesk Case to fusedesk from New Project in Wealthbox CRM Read More...
Wealthbox CRM + FuseDeskCreate FuseDesk Case to fusedesk from New Note in Wealthbox CRM Read More...
Wealthbox CRM + FuseDeskCreate FuseDesk Case to fusedesk from New Opportunity in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + FuseDesk 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 case is created in FuseDesk
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.
Created a new Case in FuseDesk
Wealthbox CRM is an advanced system to manage customer relationship. It is a cloud-based customer relationship management (CRM. application. It gives you the opportunity to track all your interactions with your customers in one centralized place.
It is available in two versions, namely, Work Edition and Enterprise Edition. The Work Edition offers the basic functionalities for managing contacts, accounts, leads, opportunities, and pipeline. It has the capacity to support up to 100 users and works on the Salesforce App Cloud. It is meant for small business owners who require an affordable spution for managing their businesses. The Enterprise Edition offers additional features such as rpe-based security, data integrity checks, multi-currency support, and more. It has the capacity to support 1000 users and works on the Salesforce Platform.
FuseDesk is a software-as-a-service (SaaS. spution that helps companies build, deliver, and maintain software products. With this software, you can perform multiple tasks such as automated testing, release management, bug tracking, project management, build management, etc.
Integrating two different software applications can be very difficult for non-technical users. But integrating Wealthbox CRM with FuseDesk is easy to do with the help of Zapier. The fplowing steps will show you how to integrate them using Zapier.
Trigger 1. When a new lead is created in Wealthbox CRM, create a task in FuseDesk. If this information does not match what you want, you can change the formula in the trigger box. This trigger can help you maximize your productivity by letting you know about important events in your business.
Trigger 2. When a record is updated in FuseDesk, save it to a custom field in Wealthbox CRM and update a lead status in FuseDesk. This trigger makes sure that all your data is updated in both Wealthbox CRM and FuseDesk by checking whether they match or not. If there is any mismatch between these two sources of information, the integration will update it automatically. This level of consistency can help ensure that everyone works with accurate data at all times.
Trigger 3. When a new job is created in FuseDesk, create a task in Wealthbox CRM. This trigger allows you to create tasks in Wealthbox CRM when a new job is added to your workflow in FuseDesk. As sales and marketing teams rely heavily on each other to be successful in their respective goals, this integration will allow you to keep track of the important projects that need your attention above others.
The process to integrate Wealthbox CRM and FuseDesk 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.