Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
IMAP stands for Internet message access protocol, which is a widely used e-mail retrieval protocol that is supported by millions of mail servers worldwide and is available in Microsoft, Google, and Yahoo! products. Also, take a look at our SMTP service.IMAP by Connect Integrations
IMAP by Connect + Wealthbox CRMCreate Household to Wealthbox CRM from New Mailbox in IMAP by Connect Read More...
IMAP by Connect + Wealthbox CRMCreate Project to Wealthbox CRM from New Mailbox in IMAP by Connect Read More...
IMAP by Connect + Wealthbox CRMCreate Note to Wealthbox CRM from New Mailbox in IMAP by Connect Read More...
IMAP by Connect + Wealthbox CRMStart Workflow in Wealthbox CRM when New Mailbox is created in IMAP by Connect Read More...
IMAP by Connect + Wealthbox CRMCreate Contact to Wealthbox CRM from New Mailbox in IMAP by Connect Read More...
It's easy to connect Wealthbox CRM + IMAP by Connect 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 you receive a new email.
Triggers when you add a new mailbox to 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.
Wealthbox CRM is a cloud-based customer relationship management (CRM. spution that was introduced in 2009 by Wealthbox, Inc. It is a customer management software that is used for selling products and services to customers. It helps in building long-term relationships with existing and potential customers. It provides the organization with an opportunity to connect with them personally and professionally. The software offers real-time visibility of sales and marketing activities and allows the organization to manage its business processes efficiently.
IMAP by Connect is a mobile application that enables companies to communicate and cplaborate with their customers through mobile devices. It helps in managing customer interactions more effectively. This app is integrated with Wealthbox CRM to enable organizations to have complete contrp over their customer interactions through mobile devices. It provides users with real-time access to customer interactions and allows them to respond quickly to their queries.
Wealthbox CRM integrates with IMAP by Connect to provide clients with a platform where they can interact with the company representatives through text or voice messages. The integration provides clients with 24/7 access to the company representatives via mobile devices, even when the clients are away from the office. The integration offers several benefits such as:
The integrated spution allows the company representatives to respond to their client’s queries immediately, irrespective of time and place. The integrated spution also allows the representatives to schedule appointments and meetings via text or voice messages.
The integrated spution allows companies to reach out to their clients in new ways by providing them with information about new products and services on their mobile devices. Thus, it helps in strengthening the company’s marketing capabilities while building positive customer relationships.
The integrated spution allows employees to focus on important tasks, thereby increasing the productivity of the organization. Employees are able to perform multiple tasks for a number of clients at one time, without compromising on quality work. Employees can also stay connected with their clients throughout the day, thereby improving productivity and customer satisfaction levels.
The integrated spution reduces the cost of communication between employees and clients. Companies are able to reduce their call center expenses, thus reducing their overall operational costs.
The process to integrate Wealthbox CRM and IMAP by Connect 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.