Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
LeadFuze is a lead generation software that uses artificial intelligence to find specific prospects in certain positions and industries.LeadFuze Integrations
LeadFuze + Wealthbox CRMCreate Household from Wealthbox CRM from Lead Added to LeadFuze Read More...
LeadFuze + Wealthbox CRMCreate Project from Wealthbox CRM from Lead Added to LeadFuze Read More...
LeadFuze + Wealthbox CRMCreate Note from Wealthbox CRM from Lead Added to LeadFuze Read More...
LeadFuze + Wealthbox CRMStart Workflow in Wealthbox CRM when Lead Added is added to LeadFuze Read More...
LeadFuze + Wealthbox CRMCreate Contact from Wealthbox CRM from Lead Added to LeadFuze Read More...
It's easy to connect Wealthbox CRM + LeadFuze 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 lead is added to a LeadFuze list.
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 simple, no-nonsense CRM for small businesses. It’s easy to use, packed with powerful features, and comes with great support. (Source. http://www.wealthbox.com/)
Wealthbox CRM helps you manage contacts, get new leads, close deals, and generate revenue. It’s a perfect top for small business salespeople and entrepreneurs who want to streamline their sales process. (Source. http://www.wealthbox.com/)
LeadFuze is a cloud-based lead generation, lead nurturing, and lead management spution that works across all platforms and devices, including smartphones and tablets. (Source. http://www.leadfuze.com/about/about-us/)
Integrating Wealthbox CRM and LeadFuze will allow users to connect to their prospects and leads in one place from both CRM and LeadFuze side. The integration can be done based on LeadFuze standard fields such as Company Name, Job Title, Email address, Company Size, etc. The integration will give users the ability to assign leads to opportunities created in Wealthbox CRM. The integration also allows users to create new leads in LeadFuze when they import leads from Wealthbox CRM or vice versa.
The integration will be useful for sales people to have both of these tops in one place instead of having to log into two different systems just to see what their leads are up to. It will also allow users to create new leads through the integration so they will not have to log into multiple systems at the same time. Users can also bypass the middleman by creating leads directly through the integration rather than calling up a manager or customer service representative to create a lead. The integration also gives users the ability to automatically update lead information such as activity history and notes in Wealthbox CRM when doing so in LeadFuze. This allows users to focus on closing deals rather than spending time updating their system manually.
The biggest benefit of integrating Wealthbox CRM and LeadFuze is that it allows users to manage their contacts on one platform without having to log in many times just to see if their business deal is moving forward. The integration gives users the ability to see what their prospects are up to without having to go between different systems or even buying another system that does not integrate with their current one. In addition, the integration allows users to see what company information has been updated in LeadFuze without having to wait for someone else or checking back frequently for updates. The integration also allows users to see what notes were added in LeadFuze since last time they logged in, which saves them time because they do not have to check every single note they received from clients or prospects just to make sure one was not missed. By integrating Wealthbox CRM and LeadFuze, users can save time by not having to log into many different systems just to get information about their clients and prospects. They will be able to see it all on one platform instead of going back and forth between two different systems.
The process to integrate Wealthbox CRM and LeadFuze 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.