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Integrate Wealthbox CRM with Keap

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Keap

  • No code
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  • Lightning Fast Setup
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About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

About Keap

Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.

Keap Integrations

Best Wealthbox CRM and Keap Integrations

  • Wealthbox CRM Integration Keap Integration

    Wealthbox CRM + Keap

    Create Company to Keap from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Keap Integration Create Company
  • Wealthbox CRM Integration Keap Integration

    Wealthbox CRM + Keap

    Create or Update Contact to Keap from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Keap Integration Create or Update Contact
  • Wealthbox CRM Integration Keap Integration

    Wealthbox CRM + Keap

    Create Task to Keap from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Keap Integration Create Task
  • Wealthbox CRM Integration Keap Integration

    Wealthbox CRM + Keap

    Create Note to Keap from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Keap Integration Create Note
  • Wealthbox CRM Integration Keap Integration

    Wealthbox CRM + Keap

    Create Invoice to Keap from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Keap Integration Create Invoice
  • Wealthbox CRM Integration {{item.actionAppName}} Integration

    Wealthbox CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Wealthbox CRM + Keap in easier way

It's easy to connect Wealthbox CRM + Keap without coding knowledge. Start creating your own business flow.

    Triggers
  • 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.

  • New Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Tag Added to Contact in Keap

    Triggers when a tag is added to a contact the first time.

  • Updated Contact

    Triggers when an existing contact is updated.

    Actions
  • 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.

  • Create Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Wealthbox CRM & Keap Integrations Work

  1. Step 1: Choose Wealthbox CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Keap as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Wealthbox CRM to Keap.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Wealthbox CRM and Keap

In our business, we have been using Keap as our CRM system. In the beginning, it worked well with our needs, but as time went by, we found that it became problematic. The features of this platform were not adequate for our business needs. We found out that there was a need for a better CRM system to work with. So, we went ahead and got a new CRM system. It is called Wealthbox CRM.

We started using Wealthbox CRM about a couple of months ago. It is a great system that actually integrates with Keap. This integration was the main reason why we chose this product over others. We found that it can pull all of our contacts from Keap and use it in Wealthbox CRM. It also makes it very easy for us to filter these contacts based on various criteria. These criteria can be anything from email address to phone number, name, etc. Once we find the contact we are looking for, Wealthbox CRM allows us to send an email right away. It also gives us a reminder for a fplow up call within 2 days after sending an email. This feature has helped us to reach out to our clients faster than before. Before this, we used to send out emails whenever we had the time to do so, but now we can send it at the right time. Moreover, it also allows us to track how many calls we made and how many people responded to them. This has helped us to keep track of our performance and improve upon it day by day.

Before using Wealthbox CRM, we were having trouble finding customers who were interested in our services. They would either ignore or just ignore our emails. This would result in loss of customers and revenue for us. Now, through Wealthbox CRM’s email tracking feature, we can target specific customers based on their behavior and interests (which are saved in Keap. Once they are targeted, we can send them relevant emails which make them more likely to respond to us. This way, we do not waste time on irrelevant customers anymore.

Now that we have this new CRM system, we feel really happy about our business decision. It has helped us reach out to customers faster and more efficiently than before. Moreover, it also helps us to reduce our loss of customers by targeting them correctly via email marketing. We are really glad that now our business can grow easily without any problem or delay because of the functionality of Wealthbox CRM.

The process to integrate Wealthbox CRM and Keap 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.