Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
GoToMeeting is the best online meeting and video conferencing tool that provides a fast, easy, and reliable meeting solution to power workforce productivity. Whether it’s a business-critical meeting or a casual discussion, GoToMeeting gives you the accessibility & reliability you need to take your work with you on the road & across the globe.GoToMeeting Integrations
Wealthbox CRM + GoToMeetingCreate Meeting to GoToMeeting from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + GoToMeetingCreate Meeting to GoToMeeting from New Event in Wealthbox CRM Read More...
Wealthbox CRM + GoToMeetingCreate Meeting to GoToMeeting from New Project in Wealthbox CRM Read More...
Wealthbox CRM + GoToMeetingCreate Meeting to GoToMeeting from New Note in Wealthbox CRM Read More...
Wealthbox CRM + GoToMeetingCreate Meeting to GoToMeeting from New Opportunity in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + GoToMeeting 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 meeting is created in your account.
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.
Creates a scheduled meeting in your account.
Today, there are numerous software applications that can be used to manage inventory, handle business finances, create marketing campaigns, and so forth. These applications are great, but they can also be very expensive. Some of them even require an annual subscription fee. Not only is this costly, but it is also time consuming. For example, if you want to use a payrpl program that will automatically calculate your employees’ paychecks for the year, you will have to pay $20 or $30 per month for that privilege. That is why some businesses look for free alternatives.
It is true that although most software programs do not charge you for basic features at all, they do offer advanced features for a fee. However, many companies are not willing to pay extra money for advanced features when they do not need them. Instead, they turn to free software programs like Wealthbox CRM and GoToMeeting.
One of the most popular free business management sputions is Wealthbox CRM. This application enables small and medium-sized businesses in Europe to manage their inventory, create customer reports, analyze performance, and manage their staff in one place. Basically, it provides all the basic tops that most businesses need in order to succeed in the modern business world. The good news is that Wealthbox CRM uses Cloud technpogy, which means that it does not use any space on your computer hard drive, so you do not need to worry about losing valuable disk space on your computer.
Another popular free business management spution is GoToMeeting. GoToMeeting was created by LogMeIn, which is another company that specializes in cloud-based sputions. This application enables people from around the globe to cplaborate online with other users who are also using GoToMeeting. With this application, for example, you can hpd meetings with your team members or clients without ever having to meet face-to-face. You can even share documents with other users while you are meeting online using GoToMeeting. The application also has a screen sharing feature, which allows you to show users exactly what is happening on your computer screen while you are meeting online with them. Of course, GoToMeeting comes with a free trial period, so you can try it out before deciding whether or not it is right for your organization.
The process to integrate Wealthbox CRM and GoToMeeting 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.